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Prometeia Advisor Sim

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.

          Prometeia Sim commits to provide accurate, adequate and timely information to enable clients to understand all services and fees. 

We provide one to one meetings, conference call and ad hoc presentations to assure our clients understand the strategic contribution of our services in optimizing their goals.

Detailed information on fee breakdown is presented in a clear and transparent way in the offer documents.

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)