GENEVA
TRADING ADVISERS
Geneva Trading Advisers SA
Rue du Marché, 18
1204 Geneva - Switzerland
T. +41 22 310 34 90
F. +41 22 310 34 92
Discretionary Asset Management
Geneva Trading Advisers and the client define together an investment strategy and select one of the carefully defined model portfolios; a discretionary management agreement is signed describing clearly the terms of the business relationship.
The client opens a bank account with one of our depository banks (under certain circumstances, the customer can choose his own depositary bank) and transfers his funds in the currency of his choice via a bank transfer.
The client grants a power of attorney to Geneva Trading Advisers over his bank account, allowing our firm to execute the orders required to implement the selected strategy. Thus, the client delegates the management of his portfolio to Geneva Trading Advisers.
The bank provides Geneva Trading Advisers with an on-line platform enabling us to manage the investment portfolio. The client may check his account balance and activity around the clock via secure on-line access.*
Non discretionary Asset Management
Clients preferring to make the final decision about their investments receive recommendations from Geneva Trading Advisers. A non discretionary advisory agreement is signed.
The client opens a bank account with one of the depositary banks (under certain circumstances the customer may choose his own depositary bank) and deposits his funds in the currency of his choice via a bank transfer.
The client grants Geneva Trading Advisers a power of attorney over his bank account allowing our firm to conduct transactions previously validated by the client.The bank provides Geneva Trading Advisers with an on-line platform allowing the execution of client pre-approved orders in real-time and letting the client check his account balance and activity around the clock via secure on-line access.*
*Provided the depositary bank offers this option.
Geneva Trading Advisers and the client define together an investment strategy and select one of the carefully defined model portfolios; a discretionary management agreement is signed describing clearly the terms of the business relationship.
The client opens a bank account with one of our depository banks (under certain circumstances, the customer can choose his own depositary bank) and transfers his funds in the currency of his choice via a bank transfer.
The client grants a power of attorney to Geneva Trading Advisers over his bank account, allowing our firm to execute the orders required to implement the selected strategy. Thus, the client delegates the management of his portfolio to Geneva Trading Advisers.
The bank provides Geneva Trading Advisers with an on-line platform enabling us to manage the investment portfolio. The client may check his account balance and activity around the clock via secure on-line access.*
Non discretionary Asset Management
Clients preferring to make the final decision about their investments receive recommendations from Geneva Trading Advisers. A non discretionary advisory agreement is signed.
The client opens a bank account with one of the depositary banks (under certain circumstances the customer may choose his own depositary bank) and deposits his funds in the currency of his choice via a bank transfer.
The client grants Geneva Trading Advisers a power of attorney over his bank account allowing our firm to conduct transactions previously validated by the client.The bank provides Geneva Trading Advisers with an on-line platform allowing the execution of client pre-approved orders in real-time and letting the client check his account balance and activity around the clock via secure on-line access.*
*Provided the depositary bank offers this option.