EXCELLENT
CLIENT RELATIONS

Understanding clients' needs and constraints is key.

• First of all, we need to determine together:
  • - The client's individual profile (risk/reward) and requirements
  • - The client's objectives
  • - Possible constraints like liquidity or other specific requirements
  • - The client's experience with the proposed investment solutions.
• These initial discussions will help determine the level of service needed by the client.
• For a successful relationship, it is essential to have these discussions as frequently as required by the client in order to ensure that our expectations are aligned.
• A dedicated account officer.
• Full transparency.
• Additional offers – mortgage financing, fiscal optimisation, credit cards.