Confidential Personal Proposal Request
The starting point for the asset management services POM provides is to get to know your individual needs and investment goals.
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The starting point for the asset management services POM provides is to get to know your individual needs and investment goals.
Personal Investor's Profile
To start the process, please complete the Personal Investor's Profile (Swiss know-your-client standards). You can submit your Personal Investor's Profile online or download and print the pdf-file (see box to the left), complete and return it to POM by mail or fax. All information is treated with strict confidentiality.
Personal Proposal Package
After analysing your completed profile, we will define a solution that will help you reach and maintain your objectives. We will immediately provide you with a tailor made personal proposal showing estimated returns and all fees for your review without any obligation on your behalf.
To start the process, please complete the Personal Investor's Profile (Swiss know-your-client standards). You can submit your Personal Investor's Profile online or download and print the pdf-file (see box to the left), complete and return it to POM by mail or fax. All information is treated with strict confidentiality.
Personal Proposal Package
After analysing your completed profile, we will define a solution that will help you reach and maintain your objectives. We will immediately provide you with a tailor made personal proposal showing estimated returns and all fees for your review without any obligation on your behalf.
Any questions?
Naturally, should you have any questions or require any advance information, please feel free to contact POM by phone, fax, e-mail, or write to us. Contact Details >
Enrich your investment portfolio – enjoy Swiss expertise
In today's volatile world with conflict and instability on the rise, it is good to know that you can access innovative investment strategies in an atmosphere of security and confidentiality second to none in the world.
POM is looking forward to providing you with professional investment advice, successful portfolio management and excellent personal service in good Swiss tradition.
Naturally, should you have any questions or require any advance information, please feel free to contact POM by phone, fax, e-mail, or write to us. Contact Details >
Enrich your investment portfolio – enjoy Swiss expertise
In today's volatile world with conflict and instability on the rise, it is good to know that you can access innovative investment strategies in an atmosphere of security and confidentiality second to none in the world.
POM is looking forward to providing you with professional investment advice, successful portfolio management and excellent personal service in good Swiss tradition.
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