Suitable for those who...

 

Ø  want to spread the risk among all asset classes, such as equities, debt, commodities, currencies

         and structured products 

Ø  want to safeguard and enhance the possibilities for a safer return.

Ø  do not want to pay high fixed fees.

Ø  are looking for a professional portfolio manager to determine the instruments that are the best

          at any particular moment to invest in.

Ø  want to have access to all asset classes in over 120 markets.

 

Adapted to the customer

 

We identify the investor’s risk profile in order to construct a tailor-made portfolio and the optimum allocation of its assets.

After an initial interview, we jointly complete the Questionnaire / Investor’s Detail & Profile in an effort to obtain all the relevant information in order, to understand the client requirements and targets. Once this phase is completed, we are in a position to formulate:

 

Ø  The investor’s Profile

Ø  An Appropriate Investment Strategy

Ø  An Appropriate Asset Allocation

 

The suitability test is taking place in order, to acquire the best knowledge of an investor’s:

Ø  Knowledge & Experience

Ø  Financial Situation

Ø  Investment Objectives

Ø  Liquidity Requirements

Ø  Investment Profile

Ø  Risk tolerances

Ø  Investment Duration requirements

           

The process begins with listening to our clients and fully understanding the investment objectives. Together, we establish investment guidelines and strategy that reflects our client’s return objectives, risk parameters, and duration benchmarks.

For information about our services and products, contact Peter Larsson at 08-556064 /15 peter.larsson @ provident.com.cy or Michalis Michael +357 99420381 michalis.michael@provident.com.cy