Adsen Moore offer self trading platforms from some of the largest providers in the world. This is exclusively for our self-elected professional clients. Speak to us today about how you can take back control of your assets.
Sometimes a trading platform isn't enough. We advise on the custodian of unlisted and illiquid assets. Speak to one of our advisors today about our tailor made asset management.
Adsen Moore may treat a client as an elective professional client if the following process is followed:
Adsen Moore undertakes an adequate assessment of the expertise, experience and knowledge of the client that gives reasonable assurance, in light of the nature of the transactions or services envisages, that the client is capable of making his own investment decisions and understanding the risks involved (“the qualitative test”). If the client is an entity, the test should be performed in relation to the person authorised to carry out transactions on its behalf.
At least two of the following criteria are satisfied:
The following procedure is followed:
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Investment returns are not guaranteed and can go down as well as up.