A few basic things about investment and consultancy
It is well know that during this period of financial turmoil, many investors are careful with their money and keen on finding reliable investment groups with team of professionals who are willing to provide them the ideal solutions for their every day business.
So, if you are among those who possess a certain budget and do not know how to invest it, then it is recommendable to ask the opinion of the experts whose job is to put you on a good track for a better fortune management. However, before looking for consultancy, it is better to know in advance a few elementary things as pointed out below.
Who are the advisers/consultants and what are they supposed to offer?
Investment consultants are individuals or legal entities who provide professional consultancy services aimed for a better development of your business, good understanding of tax-related issues, philanthropy actions, etc. An investment consultant can provide advices on his/her own behalf or on behalf of an investment consulting company.
The investment advice represents the personal recommendation given to a customer at his request or at the initiative of the investment firm, in connection with one or more transactions involving financial instruments.
For those who are somehow confused, the economic advices released exclusively through the public distribution channels, e.g. media, are not considered personal recommendations. Fortune management/investment advices can be provided by brokerage companies, asset management companies and authorized investment advisers.
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Beware of the fact that the investment consultants are obliged to hand over to the customers an investment prospectus before delivering consulting services.
A consulting package must include the following information:
a) For a physical person consultant: a summary of training and work experience, address and telephone number, fax or e-mail where the consultant can be contacted, a detailed description of his/her consulting activity, type of financial instruments for which the consultancy is provided, possible conflicts of interest and consulting fees charged;
b) For a juridical person/legal entity consultancy firm: identification data of the company, names of company’s manager(s), name of the authorized investment consultants (employees of the company) and summary of their training and professional experience, description of consulting activity, type of financial instruments for which the firm advises, possible conflicts of interest, and consulting fees charged.
The consultancy prospectus must be updated and resubmitted to the clients whenever changes occur in its content.