SCA Category 5
Our Services
As an SCA Category 5 firm we are approved for two regulated activities: Financial Consultations and Promotion.
01
Financial Consultations
Expert investment recommendations, independent market analysis and structured financial-planning strategies tailored to each client's objectives and risk profile.
02
Promotion
Promotion and marketing of approved financial products, services and investment opportunities to verified professional investors who meet the applicable regulatory thresholds.
What we do not do
Our licence is strictly advisory. To protect our independence and our clients, we never:
- Execute buy or sell orders
- Accept or hold client funds or assets
- Manage discretionary portfolios
- Mass-market to the general retail public