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Advisory Service | |
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| For those investors who prefer to invest themselves, we offer an investment consulting service including advices and reports. | |
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| With the permission from our clients, we offer discretionary investment service including stock selection and market timing. * We offer only discretionary investment service. |
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- Full or part redemption with request - Termination or change of agreement is allowed - Fund revolving is allowed |
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- Flexible fund regulation - Portfolio shuffling |
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- Constructing portfolio following the investorĄ¯s requests - Regularly written fundĄ¯s report |
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- Low fee - No redemption charge |
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- Constructing the fundĄ¯s portfolio according to the characteristics of contract assets - Stock selection - Market timing - Additional investment service following the clientsĄ¯ requests |
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- Constructing the fundĄ¯s portfolio according to the characteristics of contract assets - Stock selection - Market timing - Additional investment service following the clientsĄ¯ requests |
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1. Consultation 2. Discretional investment agreement 3. Contract agreement 4. Advisory fee received 5. Investment start 6. Regular fund report |
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There are basic fee and performance fee. - Basic fee - Performance fee: no performance fee below target yield |
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