An Overview of The Client Relationship Process

After initial introductory and planning meetings, all new clients of Imperium Capital and its associated businesses are asked to sign a Client Agreement document. This Agreement clarifies the investment process, giving full details of your investment choices and contributions in a clear and concise way. It will also confirm that you have undergone the fact-finding process that forms the basis of the advice you have been given by your Advisor, including a timeline of your financial needs and a risk analysis profile.