Although investing through an independent advisory firm can offer many advantages, it is still important to understand your rights in order to maximise your experience and protect your interests. Whether you are a novice or an experienced investor, it is essential to understand your rights in order to make informed decisions and take full advantage of the opportunities available to you.
1. The right to clear and transparent information.
As an independent investor, you have the right to obtain clear, precise and comprehensible information on the financial or property products offered.
This includes:
- The characteristics of the products (expected return, associated risks, costs).
- The contractual terms and conditions
- Past performance (with no guarantee for the future)
How we support you:
At Assetrust SA, we make it a point of honour to provide you with educational explanations for each recommendation. Our aim is to help you fully understand where and how your money is invested.
2. The right to independent advice.
One of the main advantages of working with an independent advisory firm is the absence of conflicts of interest. You are entitled to recommendations based solely on your needs and objectives, without pressure to purchase ‘in-house’ products.
Our commitment:
We are completely independent from financial institutions, which ensures that our advice is always aligned with your interests.
3. The right to personalisation.
Every investor is unique, and your investments should reflect your specific goals, risk tolerance and time horizon. You have the right to a tailor-made investment strategy.
Our approach:
We conduct an in-depth analysis of your investor profile to design a strategy tailored to your needs, whether it be diversification, risk management or tax optimisation.
4. The right to privacy.
Your personal and financial data must be protected in accordance with applicable laws (e.g., the GDPR in Europe). You have the right to demand confidential and secure management of your information.
What we do:
We strictly comply with data protection regulations and use secure systems to ensure the confidentiality of all your information.
5. The right to regular monitoring.
Investing is not just about choosing the right products; it is also crucial to monitor their performance over time. You have the right to be regularly informed about the performance of your portfolio.
Our added value:
We offer personalised monitoring with detailed reports tailored to your needs. We also organise regular reviews to adjust your strategy in line with market developments or your personal situation.
6. The right to ask questions and get answers.
As an investor, you have the right to ask your adviser about any aspect of your investments: risks, fees, expected performance or possible alternatives
Our commitment:
We encourage open and transparent communication. No question is too simple or too complex; our role is to support you with kindness throughout your financial journey.
7. The right to verification.
You have the right to verify the information provided by your adviser or the company in which you are investing. This may include access to contractual documents, financial reports or even external audits.
How we guarantee this:
We provide you with all the necessary documents so that you can verify the performance and compliance of your investments.
8. The right to withdraw or transfer.
You have the right to withdraw your funds or transfer your investments to another institution if you are dissatisfied with the service provided or if your objectives change.
Our flexibility:
We facilitate these procedures with complete transparency, because we believe that your satisfaction is paramount.
Why choose Assetrust SA as your financial partner ?
As an independent company specialising in investor support, we make it a point of honour to defend your rights while offering you a highly personalised service. Here’s why we are different:
- Total independence: Our recommendations are free from any conflict of interest.
- Absolute transparency: You know exactly where every euro you invest is going.
- Educational support: We simplify complex concepts so that you can make informed decisions.
- Proactive monitoring: Your portfolio is regularly adjusted according to the market and your needs.
- Guaranteed confidentiality: Your data is protected with the utmost care.
Knowing your rights is a key step to success as an independent investor, but it’s only the beginning!
With our expertise, we can turn those rights into concrete actions to maximise your financial opportunities.
Conclusion
Investing through an independent company not only offers flexibility and personalisation, but also guarantees that your rights will be respected throughout the process. At Assetrust SA, we don’t just respect these rights; we place them at the very heart of our relationship with our clients.
Ready to explore opportunities that perfectly match your profile? Contact us today to begin this financial adventure with complete peace of mind!
