1
Development of tailored investments
2
Support with
decision making
3
EAVEST
Exclusive Support
1
DEVELOPMENT OF TAILORED INVESTMENTS
Support and Design
– Support in defining the investment objective
– Selection of the asset classes
– Selection of the product profile
– Definition of technical specifications
– Selection of the product legal framework
Going the extra mile
– Support with referencing and registration for securities accounts wrappers
– Support with referencing and registration for French / Luxembourg life insurance wrappers
EAVEST’S STRENGTHS
– Cross-market approach to investments
– Training of your team
– Set up of sales support material for your team
– Support with your institutional client meetings
2
Support with decision making
– Support in the selection of issuers for your product
– Invitation to tender to selected banks
– Support with the decision making process related to the offer
EAVEST’S STRENGTHS
– 100% independent
– Strong relationships with all the selected issuers
3
Exclusive Support
– Reporting and monitoring documents
– EAVEST post strike information alerts
– Market information newsletter
EAVEST’s Strengths
– Uniformity of reporting documents regardless of the product issuer
– Reports by product, portfolio or holder
– Customised product alerts
