Our method of conducting
investment business
Identifying Your Needs
Before giving advice, our investment professionals start by getting to know you. Understanding your individual circumstances is paramount in providing you with effective advice and in doing so we can fulfil the "know your client" (KYC) / "customer due diligence" (CDD) requirements. To see the type of information we typically need to formulate an investment strategy, please see the Your Needs section.
We appreciate that clients will have many questions. From the outset of the relationship, we will provide you with information about Arjent and the range of services we provide so that the process is entirely transparent.
We encourage clients to visit our offices and meet their advisors to help foster better communications and further develop the relationship.
Investing
Once you are satisfied with the recommended strategy, we will arrange execution of the investment(s) and for your assets to be transferred to and held by the relevant custodian. Please see the section titled 'your capital' for information about how and where your funds are held.
Commencing a relationship with Arjent is an easy and straightforward process. We make it a point to provide as much information as needed with the goal of increasing your comfort level before any transactions are executed.
Keeping You Informed
Our service does not stop at the investment. You will benefit from a dedicated investment advisor along with a designated contact within the administration department. Your investment advisor will maintain regular contact with you, providing you with updates on your holdings, information on the markets and forecasts on different asset classes. This includes continuously developing our understanding of your requirements and circumstances.
You will also receive regular valuations of your investments at least every six months1. These reports are designed with the client in mind; to be easy to read and understand.
1 Up to date valuation information may not be available for offshore funds and illiquid investments for which valuation data will be provided as at last known valuation date and price of equivalent securities respectively.