Frequently Asked Questions
HOW DO I ENQUIRE ABOUT BECOMING A CLIENT?
We believe a quick discussion is always a great place to start. To this end simply click through to get in touch or give us a ring and a senior member of staff will be pleased to talk to you. We ask that you simply provide a few basic details and we will contact you shortly to establish a broad outline about the issues you are looking to address and to arrange an initial meeting.
WHO WILL LOOK AFTER MY AFFAIRS?
Every client is assigned a relationship manager most suited to their personal circumstances, who will oversee the provision of services and advice to you. However, Trade One Limited advocates a team approach and you will undoubtedly find you are introduced to additional specialists, as your needs require.
I ALREADY HAVE A FINANCIAL ADVISER - DOES THIS MAKE A DIFFERENCE?
Already employing the services of a financial advisor poses no real practical difficulties. However, to ensure a consistent tax approach is implemented across your portfolio, and for professional courtesy, we encourage you to inform them of our services.
HOW DO YOU CHARGE FOR YOUR SERVICES?
In line with new regulation, we will explain at the outset how we charge for each of our services. We will also wherever possible, seek to reduce both our costs and the underlying costs of third party providers and fund managers to ensure your investment portfolio is as efficient as possible in locking in returns.
DO I NEED TO PROVIDE REFERENCES AND/OR VERIFY MY IDENTITY?
You will not need to provide references to become a client. However, under current legislation, we are obliged to obtain proof of your identity. This process will be fully explained to you at the initial meeting.
Do I need to submit KYC documents in English?
No. You can submit KYC documents in their original language.