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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.

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

          We transparently communicate our fee structure and services to (potential) clients and inform them immediately if there are any changes. Each client signs a detailed agreement.
        

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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