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Managed Accounts > How to Become a Client

Individual investors

  1. Choose a strategy and fill out an application form.
  2. Upon receipt of your application we will send you an agreement.
  3. Sign the agreement and send it to us together with the necessary documents.
  4. An account will then be opened and money can be transferred whenever necessary.

What information will you receive?

  • Statement of the account balance.
  • Transaction report.
  • Summary of fees and commission.
  • Certificate confirming annual income.

Legal entities

  1. Choose a strategy and fill out an application form.
  2. Upon receipt of your application we will send you an agreement.
  3. Sign the agreement and send it to us together with the necessary documents.
  4. An account will then be opened and money can be transferred whenever necessary.

What information will you receive?

  • Statement of the account balance.
  • Profit and loss report.
  • Portfolio breakdown.
  • Summary of fees and commission.

 

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