Caring for our Clients is our highest priority

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At Investment Intelligence client care is our highest priority and that is why we promise to:

 

• Develop a supportive and trusting relationship

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• Follow a disciplined investment process based on a clearly defined

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• investment philosophy to achieve your investment goals

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• Conduct in-depth research into products and funds

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• Discover your investment objectives, requirements and constraints

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• Employ effective 'risk control' techniques for you

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• Document all recommendations and advice

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• Provide a continuous review service to manage all your investments within the parameters agreed

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• Provide regular updates and communications

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• Answer all your queries and provide all necessary assistance all year round