Sie sind auf Seite 1von 6

BeinganIFA,oraregulatedentity,whogetstoworkcloselywiththeirclientsisvery

rewarding.Shapingtheirfinancestohelpachieveyourclientsdesiresandhelping
themachievetheirfinancialgoals;whetherit'ssavingupforanewhouse,savingup
foradreamholiday,puttingtheirkidsthroughUniversitywhateveritmaybeitis
thetrustandseeingtheirgoalsbecomearealitythatmakesbeinganIFAa
rewardingjob.
However,sometimestherecanbebetteropportunitiesoutthereforyourclients.
Someopportunitiesthatyoumaybeunabletoadviseonorunabletodiscoverdue
totheclientfacingaspectofbeinganIFA.Wegetthis.
Thisiswhywewouldlovetoextendourservices.Weunderstandthechallengesyou
faceandcancreatereliable&costeffectiveinvestmentmanagementsolutions.

WECANWORKWITHYOUINTWOWAYS:

1)Provideinvestmentmanagementtoyour
clients,toamandateselectedbytheadviser.
Wewillberesponsiblefor:

2)Provideinvestmentmanagementtoclients
introducedtousbyanintermediary.Wewill
beresponsiblefor:

Arrangingcustodyandreporting

Arrangingcustodyandreporting

Investmentmanagement

Investmentmanagement

Ensuringthatyouarefullyinformedabout
thestrategiesandhowtheyarebeing
managed

Clientrelationshipmanagement,including
responsibilityfromalegalstandpointforthe
suitabilityoftheservice,investmentmandate
andinvestmentsheldwithinaportfolio.

Ourfeeswillbediscussedwhenwesitdownwithyou;wewillalwaysbehelping
youfindthemostcosteffectivesolutionwithinourrangethatmeetsyourclient
needs.Therearenohiddenfeesandwepromotetotaltransparency.
Aslongasyourclientagrees;youwillreceiveincomeaccordingtoRDRderived
fromcommissionsgeneratedfromAlphaseeker'stradingrevenue.Youwillreceive
apercentageofallrevenuegeneratedthroughyourintroducedclients.Paid
monthly.

Here'sanexample:

ScenarioA:ClientClosedProfits
ClientAhasmade100,000inclosedprofits.Thistransactionis
applicabletoAlphaseeker'sPercentageofProfitsfee(e.g)20%).
Therefore,ClientAwouldpay20,000fromtheclosedprofits.
Youwouldthengetashareofthisrevenue+anyotherfees
associatedwiththeaccount.(Tradingcharges+AUMfees).
ScenarioB:ClientOpenProfits
ClientAhasmade100,000inopenprofits.Thistransaction
isnotapplicabletoAlphaseeker'sPercentageofProfitsfee(e.g)
20%).Therefore,ClientAwouldnotpayfromopenprofits.You
wouldstillreceiverevenuesharefromanytransactionfeesand
AUMfees.

WhatdoesAlphaseekerdo?

Whatcanwedoforyou?

Alphaseekersuniqueapproachto
discretionaryinvestmentmanagementis
drivenbyintelligentandtrustedrelationships.
Expertatnavigatingthecomplexitiesof
todaysfinancialworld,weensureyour
wealthworksforyou.

MANAGERELATIONSHIPS
Youcanmaintainyourrelationshipswithyour
clientsandempoweryourservicewith
AlphaseekerInvestmentManagement.

Ourriskbasedapproachtoportfolio
constructionensuresabreadthofprecisely
developedinvestmentsolutionsinkeeping
withyourfullwealthpicture.
Ourdiscretionaryinvestmentportfoliosare
managedbyahighcalibreteamofexperts
withaproventrackrecord.
Welooktocontinuetogiveintroducersa
servicetheycanfeelcomfortableinoffering
theirclientswhilstsafeintheknowledgethey
willearnfromthesuccesstheirclientshave
inthemarket.

REDUCEYOURRISK
TransferyourinvestmentrisktoAlphaseeker
InvestmentManagement.
MAINTAIN,OREVENINCREASE,YOUR
INCOME
Wecanpayyoubasedonourcurrent
understandingoftheRDRrulesprovidingthe
clienthasagreedtothispaymentandyou
maintainarelationshipwithyourclient,reviewing
theirsituationregularly.
PARTNERSHIPWITHALPHASEEKER
Weofferyouandyourclientsinstitutionalcalibre
investmentmanagementforportfoliosstartingat
100,000.Thewayinwhichwemanagemoney
isbasedontheapproachtoinvestmentfora
privateinvestorshouldbethesameasthat
providedforaninstitutionalinvestor.

WhatdoesAlphaseekerofferyourclients?
EXPERTINVESTMENTMANAGERS
Ourdiscretionaryinvestmentmanagershave
awealthofexperienceacrossglobalassets.
Ouruniqueethosistoworkindependently,
usingsophisticatedinhouseresearchto
determinewhichassetssuityoubest.Our
strategiescanbedevelopedforeverytypeof
privateinvestor,charity,familyoffice,pension
fundortrust.
PROFESSIONAL,EXPERTLYLED,
PORTFOLIOSOLUTIONS
Weuseadvancedandsophisticatedinhouse
strategiestoeffectivelymanageyour
investmentsinallmarketcondition
INDEPENDENCE
Ourinvestmentstrategiesmeansweare
completelyindependentfromotherexternal
research.Wehavenoinhousefundsorother
investmentvehiclestopromote.Soyoutruly
getindependentexpertsthatcovertheglobal
markets.
GLOBALASSETSELECTION
AlphaseekerInvestmentManagementisa
servicethatgrantsyouaccesstotheglobal
markets.Ourinstitutionalsystematic
approachallowsourdiscretionaryinvestment
managerstogainaninsighttotheglobal
economiestofindthebestriskadjusted
opportunities.

CLEARFOCUS
Wedoourownindependentinhouse,research
withaglobalreach.Wetakemacroandglobal
economicfactorsintoconsideration,butour
uniquediscretionaryinvestmentmanagement
allowsfreedomtotakeadvantageofthemarket
inanyscenario.
INTHEKNOW
AsaclientofAlphaseekerInvestment
Management,youwillbekeptintheknowon
yourportfoliosperformance.Youcansetuphow
frequentlyyouwishtobeupdated.Youalsohave
accesstoyourportfolioonlinetologinandview
itlive.

PartneringwithAlphaseekerInvestmentManagementallowsyoutoextendyourservicesina
costeffectivewayandenhancetheinvestmentopportunitiesavailabletoyourclients.
Noupfrontcosts
Nomanagementfees
Notieinperiods
Noinactivityfees
Noexitfees
Servicetailoredtoriskprofileandrequirements
Performancerelatedchargingstructure
ContactAlphaseekerInvestmentManagementanddiscoverhowwecanworktogetherto
enhanceyourservicestoyourclients:enquiries@alphaseekerim.com
Findoutmoreatwww.alphaseekerim.com.

CONTACTUS
AlphaseekerInvestmentManagement
AlphaseekerTradingServicesLimited,
InternationalHouse,
24HolbornViaduct,
London
EC1A2BN
02080501989
enquiries@alphaseekerim.com
CopyrightAlphaSeekerTradingServicesLimited20152016.AllRightsReserved.
AlphaseekerTradingServicesLimitedisanAppointedRepresentativeofTMSCapitalLtd(TMS)
whichisauthorisedandregulatedbytheFinancialConductAuthority(FCA).Registeredaddress:
TheInnovationCentre,UniversityWay,Cranfield,Bedford,MK430BT.FCAN0195581.
AlphaseekerInvestmentManagementisatradingnameofTMSCapitalLtd.

Das könnte Ihnen auch gefallen