Three-Stage Consultancy Process

Forex724 strives to establish long-term and trusting client relationships. We provide our clients with the required expertise and know-how built up over many years so that they can increase their wealth through prudent and well-founded investment decisions as well as innovative trading strategies.

The investment needs and financial goals of our clients are the key focus of our activities. We therefore take the time to listen attentively to their requirements. Our clearly defined, three-stage consultancy process begins with the creation of the individual customer profile. In a personal discussion with the client, our investment specialists determine the financial starting position, the requirements and investment goals as well as the readiness and ability to assume risk.

In the second stage, in cooperation with the portfolio management team, targeted investment solutions tailored to the investor profile and suitable investment strategies are proposed and presented to the client as potential choices. Here we also take tax and legal aspects into account.

Since a client’s financial situation or investment goals can change at any time, we recommend that these are checked at regular intervals and the investment strategy adjusted if necessary. This ensures that the investments that have been made always correspond to the individual risk/returns profile.

Our investment specialists and consultants would be glad to meet you for a non-binding discussion.