Offering expert advice to high standing clients, helping them managing their investment decisions.
Maximizing customer satisfaction through a dedicated business model and a range of specialized products related to the field of investments (ex.: funds, insurance, retirement solutions, 鈥�).
Managing and updating customer portfolios and customer information database revision.
Maintaining and following all regulatory compliance policies and procedures
We鈥檝e updated our privacy policy so that we are compliant with changing global privacy regulations and to provide you with insight into the limited ways in which we use your data.
You can read the details below. By accepting, you agree to the updated privacy policy.
