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Copyright ©1998 - 2015 Copyright Website | Archimedes Global Investments Limited (“AGIL”)

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Stage One

Administration

AGIL formalities

Office Facilities

Time-Sheets

Contract Description

 

AFS License

Obligations

Overview

Realms of AGIL Financial Advice & Support System

Know Your Client

(KYC)

Suitability Polices

Reputation

Excessive Risk

Anti-Money Laundering

Counter Terrorism Financing

(KYC)

Checklist

Customer Acceptance

Customer Identification

Customer Verification

Risk Management

Customer due diligence



Stage Two

Financial Services

Guide

AGIL (AFSL)

Contact Information

Financial Services

Remuneration

Internal & External Disputes

Product Disclosure Statement

Introduction

Exchange Traded Derivatives

Clearing House

Options

Basic Risk

 

Product

Disclosure Statement

Accounts Payable

Commissions, Fees

Margins

Liability

Profit & Loss

Other Significant factors

Approved Product List

Accounts Payable

Commissions, Fees

Margins

Liability

Profit & Loss

Other Significant factors



Stage Three

Statement of Advice  (SOA)

Objective

Executive Summary

Scope of Advice

Advice Summary

Client Risk Profile

Projections

On –going service

 

Readiness Assessment

Parameter Awareness

Q&A interaction

Self-Examination

Resource Schedule

 

Service Provider Account Setup

Terms & Condition

Choice Selection

Verifications

AGIL Support Service fee

 

AGIL Strategic Financial Advice

Connection

Terms of Arrangement

 

  

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