SHANGHAI -
Nov. 18, 2014 -
PRLog -- As a broker/intermediary and adviser, we are the bridge between our clients and the financial companies in the market place (banks, insurance companies etc). We do not directly handle client’s physical money, investment money transfers do not pass through our firm and we do not handle credit card transactions. All of these functions are solely managed by the regulated institutions that we introduce and every payment must be accounted for based on documented agreements and money laundering regulations. After the advice process of knowing our customer, making a recommendation and formulating a course of action, we can only help clients transact investment business with signed agreements for each organization that we involve. The size and strength of the organisations we use, the spread of portfolio risk, the strategies for cautious, balanced or adventurous investors (lifestyling)
the regulation and legislation governing such business as well as investor protection schemes, all provide layers of security to provide the necessary peace of mind to our clients. The whole process is designed to provide a safety net for their financial goals. As always, genuine, accountable clients are happy to offer comment on their experience as part of a balanced decision process. One should never hesitate to ask.
If you would like to know more about this and other connected topics email Chris Golding on
marketing@gladstonemorgan.com.
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