I WISH TO

BECOME A CLIENT

Please send us your contact information and we will get in touch with you shortly!

How to become our client

Discretionary portfolio management

We base our approach on the investor’s risk profile and investment objectives, and focus on increasing the share of portfolio investments in the overall asset picture to better diversify risks and generate expected returns. We consider such a portfolio as the core.

For the core, we actively manage investments based on the mandate given by the client.

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 Send us your contact info or write to us

 We will invite you to a meeting

 We will send you the questionnaires [1]

 Please return the completed questionnaires to us digitally signed

 We will find the most suitable investment strategy for you

 We will sign the contracts with you

 We will open an account for you

Deposit funds into the account and start investing

Securities transactions and safekeeping

Through us, you can acquire various listed and unlisted securities, such as bonds, stocks, or fund units, and hold them in your securities account. In our view, those investments are satellites.

Regarding the satellites, we do not provide personalized investment recommendations, and leave risk assessment and decision-making to the investor.  

Read more from here.

 

 Send us your contact info

 We will send you the questionnaires [1]

 Please return the completed questionnaires to us digitally signed

 We will have a video call with you for identity verification (conditions)

 We will sign the investment service agreement with you

 We will open an account for you

 You will gain access to investment opportunities

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[1] Questionnaires

  • Know your client questionnaire – we collect customer data for better management of customer relationships and to adhere to the ‘know your customer’ principle.
  • Client categorization questionnaire – the client is categorized as a retail client, a professional client, or an eligible counterparty, and you can learn more about the differences here.
  • Appropriateness assessment questionnaire – to protect the interests of investors, it is necessary to assess the client’s knowledge and experience regarding the financial instruments before selling complex financial instruments. For this purpose, please complete the appropriateness assessment questionnare.
  • Suitability assessment questionnaire – in the case of discretionary portfolio management services, in addition to assessing the client’s knowledge and experience, we also analyze the client’s financial situation and investment objectives to recommend the most suitable investment strategy.