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Investment advisory mandate

The investment advisory mandate is dynamic and interactive. It is ideal if you are very familiar with financial markets, or if you wish to make the most of tailored investment recommendations across all asset classes, whilst continuing to make investment choices and decisions for yourself.

Advisory mandates offer the following benefits:

Investment advice tailored to your profile

At the start of the investment process, you are categorised according to one of three investment profiles: Wealth Preservation, Wealth Enhancement or Wealth Generation. Each of these categories responds to precise return criteria and investment horizons.

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