Do you have a unique profile and require your investments to offer flexibility to achieve your desired goals.
If so, arrange a meeting with us so that we can identify your requirements clearly and devise a made-to-measure investment solution for you.
Tailor-made solutions to fit your requirements : We are aware that every investor profile is unique and as such we can offer our clients made-to-measure solutions. Depending on your current financial situation and requirements, we can steer you towards the most flexible products available. Accordingly, the term of your investment can be flexible, the amount you wish to invest can be adapted to suit your needs and the level of risk can vary depending on whether you are a prudent investor or are less risk-averse.
To help you make the right choice, please contact us so we can offer you the most appropriate advice.
We will steer you towards the most suitable product by asking you pertinent questions and ensuring that you have clearly understood all the risks and specific features of the product in which you plan to invest.
- What are your financial requirements?
- What are your objectives?
- What is your risk profile?
- How can you calculate your return?
- Is the product compatible with your current portfolio?
- What exactly does the product cost?
- How frequently will we keep you informed of the progress of your product?
- Have you understood all aspects of the product?
- In which instruments does the product invest?
- What are the risks associated with this investment?
- When and how can you cash in the product and under what conditions?
- How often are you likely to want to access your returns?
- What fees or taxes will you be required to pay?
