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Only you maintain access to your assets at a bank of your choice.
- We are only permitted to buy and sell securities on your behalf through a limited power of attorney. Wire transfers and other capital transfers are not constituents of our authorization.
- With the mandate apportionment we take over a controlling role to supervise all dealings done by your bank.
- You dictate the frequency of our reports.
- For all depository banks we have negotiated substantial reliefs on deposit fees and bond provisions due to the high volumes we are managing.
- The success of your investment is essential for us. All efforts are ultimately, focused exclusively to justify your trust, limit risks in your portfolio and to increase opportunities for growth.
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