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Sukha & Associates

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.

          A service level agreement has been signed with clients. We seek to obtain feedback from our clients about our services, value-add and fees on a regular basis to ensure that our service level agreements are appropriate. We have also set out our general services on our website.
        

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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