Personal Investment Policy Statement (IPS) (6000 euros)
The Personal Investment Policy Statement (IPS) establishes a clear investment framework and guidelines for individual investors through an overall investigation and analysis of their backgrounds, in order to assist financial investment advisors in making informed decisions. The goal of IPS is to ensure that assets achieve their specific financial goals while minimizing investment risks.
The Personal Investment Policy Statement (IPS) contains investment objectives (return & risk tolerance ) and investment constraints( time horizon, liquidity needs, taxes, legal & regulatory needs, unique circumstances ) of the personal investors. We will form an objective and professional report after evaluating the key information of individual investors.
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