 |
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
At Fortrend it all starts hear, we listen.
A detailed Know Your Customer interview is the best way to develop a good relationship with your advisor. We believe in investing time and effort up front to get to know you in three major categories:
1. What is your family life, your professional background? What are your personal interests?
2. What are the numbers: what is your balance sheet, income statements, expenses and financial objectives?
3. Who are the other financial service providers in your life?
Please note that Fortrend provides a very specialist service. We are not accountants, financial planners or brokers. We do not do estate planning and we do not sell insurance.
Fortrend’s role is to construct and manage international investment portfolios for sophisticated investors and self managed super funds. Because there are many services that we can not provide, we can refer you to a good bench of accountants, financial planners and other services providers that we maintain.
We believe that this is best for our business and your wealth.
| INTERNATIONAL TIMES | |||
| Melbourne | London | New York | Tokyo |
|
| |
|
Information on this website shall not be construed to be a solicitation to buy or offer to sell any security, product or service, nor shall any such security, product or service be solicited, offered or sold in any jurisdiction where such activity would be contrary to the securities laws or other local laws and regulations. Securities or services mentioned on this website are not being offered in the United States or to U.S. persons.
This is a Fortrend Securities Pty Ltd website. This is not a Fortrend Securities Inc. website. Fortrend Securities Inc. does not offer any products or services on this website. You may not interpret anything on this website as an offer to buy a product or service from Fortrend Securities Inc. Fortrend Securities Pty Ltd (ACN 055 702 693, AFSL 247261) makes no representations as to the completeness, accuracy, reliability or suitability of this information. Fortrend Securities does not offer any information in this website as a substitute for independent financial advice and recommends that prior to making any decision based on any information in this website, you should obtain independent financial advice in respect of any specific requirements or any investments contemplated by the reader. The advice has been prepared without taking into account the customers objectives, financial situation and needs. Customers should consider the appropriateness of the advice by taking into consideration your objectives, financial situations and needs before acting on the advice. | |
