Common Contracts
4 similar Client Agreement contracts
Client AgreementClient Agreement • April 21st, 2022 • England and Wales
The areas we can provide expertise on include, but is not limited to, unit trusts, open-ended investment companies, investment trusts, exchange-traded funds, equities, corporate and government bonds, hedge funds, private equity, structured products and various derivatives. Whilst we focus on readily realisable assets for most of our asset selection we will advise if an asset is not readily realisable. All assets that we either include in your portfolio or advise you to purchase have been accepted by our investment committee following our internal due diligence and research process.
Client AgreementClient Agreement • October 15th, 2021
The areas we can provide expertise on include, but is not limited to, unit trusts, open-ended investment companies, investment trusts, exchange-traded funds, equities, corporate and government bonds, hedge funds, private equity, structured products and various derivatives. Whilst we focus on readily realisable assets for most of our asset selection we will advise if an asset is not readily realisable. All assets that we either include in your portfolio or advise you to purchase have been accepted by our investment committee following our internal due diligence and research process.
Client AgreementClient Agreement • August 30th, 2021
The areas we can provide expertise on include, but is not limited to, unit trusts, open-ended investment companies, investment trusts, exchange-traded funds, equities, corporate and government bonds, hedge funds, private equity, structured products and various derivatives. Whilst we focus on readily realisable assets for most of our asset selection we will advise if an asset is not readily realisable. All assets that we either include in your portfolio or advise you to purchase have been accepted by our investment committee following our internal due diligence and research process.
Client AgreementClient Agreement • August 18th, 2021
The areas we can provide expertise on include unit trusts, open-ended investment companies, investment trusts, exchange-traded funds, equities, corporate and government bonds, hedge funds, structured products and various derivatives, we focus on readily realisable assets for most of our asset selection but will advise if an asset is not readily realisable. All assets that we either include in your portfolio or advise you to purchase have been accepted by our investment committee following our internal due diligence and research process.
