The relationship between client-bank-asset manager
- Client signs an asset management mandate with the external asset manager, and the two parties decide jointly on the investment strategy to be implemented.
- External asset manager cannot undertake any cash and securities transfer without a client order.
- Bank holds accounts and deposits on behalf of client.
GEPOLIS SA
Rue du Port Franc 2A - 1003 Lausanne (Suisse)
Tél : +41(0)21 345 15 50 - Fax : +41(0)21 345 15 55
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GEPOLIS is a member of several financial supervisory authorities. Clic here for details