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ClearlySo (Delisted)

Service Providers Framework 2020

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.

          Capital raising and advisory services to businesses and impact investment funds

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

          Clients are presented with an extensive overview of our service offerings and fee structures prior to any engagement. A confirmation of this understanding is made when the client signs an engagement letter.

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)