Pro-active and bespoke advisory services
Clients benefit from a preferential relationship with a specialist from the trading room.
This advisor guides the client in analysing the financial markets in order to identify the most appropriate investment strategy together.
A multi-product offer that changes with time
The possibility of access to all of the financial instruments on the listed and OTC markets, such as:
> Bonds - Options
> Forex - Structured Products
> Equities - Contracts for Difference (CFD)
> Futures - Investment Funds
> Trackers
The specialists ensure
> direct and careful execution on the markets
> risk monitoring
> the "money management" of your portfolio
> free access to our Intranet service, e-Private.mc, to track your positions.
Access to our market publications
> Market publications and select product offers will be sent directly to you.
What are the advantages for clients when they opt for the Investment Advice Agreement?
This service is the ideal solution for investors who are easy to reach and who want to maintain complete control over their investment decisions.
They benefit from bespoke, pro-active, personalised advice with direct access to advisors from 8am to 7pm on every trading day.
The Advisory service is part of a three-party relationship with the client and the account manager, who is solely responsible for the overall relationship with the client.