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  Existing Clients:

All your bank records are either sent to you in the original form or they are retained and held at your bank. Statements of assets and liabilities will be sent to you on a monthly basis or any time at your request informing you fully about the current situation and status of your assets.

By the end of the year or any time on request, you will receive a detailed account of performance informing you about the development of your assets expressed as a percentage and in absolute numbers. We meet regularly to discuss and check the Investment Guidelines chosen by you and to adapt them to your changed personal needs or life situation if needed.

It is your own decision whether deposits and withdrawals, money transfers, etc. should be effected directly by us or by your bank.

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