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Insti7

Service Providers Framework 2019

You are in Investment Consultancy » Investment Consultancy

Investment Consultancy

IC 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.

          As we are totally independant our client understand our fees structure which  is based on a contract defining clearly responsability and fees. We are selected by RFPs, and our service match the clients needs. Our fees are paid by our clients asset owners and we do not receive any remunration nor commission retrocession from asset managers.
        

01.3. Additional information. [OPTIONAL]


IC 02. Assets under advisement (Private)


IC 03. Fiduciary manager services

03.1. Indicate whether you provide fiduciary management services.

03.4. Additional information. [OPTIONAL]


IC 04. ESG in contracts with clients (Private)


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