Mossfon Asset Management, S.A. shall together
with its client choose the asset distribution and the
diversification strategy in accordance with the client’s
needs. This service will be offered to clients with
little or no experience in the financial field or
clients who have had experience with private investors
but do not have enough time to follow the markets.
The client provides Mossfon Asset Management with
a power of attorney through a Portfolio Management
Agreement for discretional handling of his investment
account whereby the Portfolio Administrator takes charge
of managing the portfolio in accordance with the
guidelines agreed upon.
Mossfon Asset Management, S.A. shall offer the
client:
- Assistance in defining and quantifying the
investment aims, financial needs and risk tolerance.
- Study of the client’s existing portfolio and
investments in order to chose an adequate structure
for his portfolio, upon demand by the client.
- Structuring of portfolios with a careful
distribution of assets in accordance with the
different portfolio alternatives designed.
- Purchase and sale of securities, through its
relations with financial institutions of renown, for
optimum structuring of portfolios.
- Monitoring and adjustment of portfolio to
achieve the aims agreed upon with the client.
- Valuation of portfolio yield from products,
markets and its Benchmark.
- Scheduled reports (quarterly or bi-annually)
including information relating to cash and
investment accounts.
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