Within Darion there is a no-nonsense and hands-on mentality, treating our clients fairly and offering transparent products at all times. Subject to various factors we will get to work with you to formulate an asset management strategy or Life Style Planning Strategy.
An extensive introduction forms the basis of building a relationship. During our introduction you can assess whether we and our method suit you. You can decide beforehand whether you wish to discuss your financial situation in detail during the introduction interview. In other words, whether to start with creating a personal investor profile, a so-called customer profile. This concerns a legally required inventory of your investment objective, your financial situation and your risk appetite.
At the moment you opt for Darion Asset Management, the customer profile and the eligibility test will form the basis of entering into an asset management agreement, in which our mandate to act is set out in writing, including any terms and conditions.
Subject to various factors we will get to work with you to formulate an asset management strategy or Life Style Planning Strategy. In doing so, we do not take any chances. At all times, you can communicate your preferences and requirements, which Darion, within its capabilities and taking into consideration its duty of care, will always check for applicability.
Based on the outlined strategy, a proposal to take in positions in various products is presented, whilst constantly keeping an eye on the degree of risk diversification. Better still, with us you can make use of asset management with capital guarantee.
Following application of feasible iterations within the starter package of positions, these are adopted and we, with the emphasis on you and Darion, are ready for take-off.
Next, a contact and communication protocol is followed, expressing your wishes, and the active management phase commences, during which a number of fixed moments in the future are selected to check the applied strategy against the current situation.
Should you be interested in why Darion can be a suitable asset manager for you, click here
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