Preliminaries

Understand the passed management to offer new and optimised solutions.

 

I. Audit of past management operated

Audit of current assets in terms of fees, yield, risks, fitting between asset allocation and client’s situation, wealth and fiscal management.

In this first part, Abacus has a mandate of information coming from its clients aimed at bankers, insurers, current advisors or them to answer to the questions in the audit framework.

Payment

Abacus is only paid on success fees, through a percentage of the reimbursed or gained amounts of money.

 

II. The specification

We clearly establish a specification to manage assets in clients’ interests: assets, allocation, performance objectives and fees.

We negotiate for you to avoid management fees, including intermediation fees without added value.

 

III. Concrete proposals

We determine concrete proposals for improvement and the date for their establishment.