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The Client, our reason for being

Step 1

 

Determine with the client his needs and his objectives :


• Personal situation
• Country of fiscal residence, matrimonial regime
• Fortune, inheritance
• Time horizon (time laps)
• Risk aversion
• Risk of loss and the consequence on your situation
• Regular yield, capitalization, regular increase in profit

 

Step 2


Advigest’s presentation of it's internal and external organisation. Advigest presents the political and management models proposed to it's clients according to their profile.

 

Step 3


Opening of an account in the chosen bank and the signing of the usual documents and managerial mandate. Advigest offers it's client the possibility to follow this procedure in his office.

 

 

Step 4


Advigest, according to the signed mandate, commences investing the assets that were entrusted to him.

 

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