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Spudy Family Office GmbH

Service Providers Framework 2018

You are in Advisory and Consultancy » Advisory and Consultancy

Advisory and Consultancy

AC 01. Advisory and consultancy services

01.1. Indicate whether your services include any of the following.

01.2. Describe how you ensure that your clients understand your service offerings and fee structure.

          transparent talks and written explanations of the fee structure
        

01.3. Additional information. [OPTIONAL]


AC 02. Assets under advisement (Private)


AC 03. Fiduciary manager services

03.1. Indicate whether you provide fiduciary management services.

03.2. Describe how you incorporate ESG factors into your fiduciary management services.

03.3. Describe how ESG incorporation fits into your interpretation of fiduciary duty.

          the incorporation of ESG criteria is mandatory for sustainable success
        

03.4. Additional information. [OPTIONAL]


AC 04. ESG in contracts with clients (Private)


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