An advisory contract is what you need if you want to receive expert recommendations while making your own investment choices. We will guide you and provide all of the information you need to take decisions and monitor your portfolio.
Did you know that, on average, people spend more time booking their holidays or even buying a fridge than selecting a financial investment? Yet when it comes to managing your assets, you must consider not only your own financial knowledge, but also your availability to monitor the performance of your investments. On particularly volatile markets, constant oversight and high responsiveness are essential. If you wish to call on professional support, two options are now open to you for creating and monitoring an investment portfolio: assisted management (i.e. an advisory contract) and discretionary management. Focus on the advisory contract.
(…) people spend more time booking their holidays or even buying a fridge than selecting a financial investment.
Opting for an advisory contract means you can draw on professional support and personalised recommendations in line with your investor profile, either on request or at the bank’s initiative. You will also benefit from greater responsiveness, receiving specific, detailed information on a regular basis. However, you continue to manage your portfolio yourself, and will remain fully responsible for it. The terms of this support are set out in a contract that clearly and precisely establishes each party’s rights and obligations in full. It contains:
Although it is very hard to establish a profile of the typical investor suited to this type of contract, two factors stand out:
If you meet these criteria and are interested in this approach, then you should contact your banker.
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