As a fundamental part of Crossinvest’s global service, our asset management activity is typically offered in the context of the following model, which has been developed and successfully employed during the last two decades:

1. The client selects a custodian bank and opens an individual account with or without our assistance. In any case, the client will always be the sole beneficial owner of the account.

2. The client gives Crossinvest a Limited Power of Administration on the account: Crossinvest can only give investment instructions to the bank and is absolutely not allowed to effectuate any deposit or withdrawal of funds in any form at any time. The Limited Power of Administration can be revoked at any time by the client.

3. The client signs a Portfolio Management Agreement with Crossinvest, in which the strategy and other details are clearly stated. Also, the client can terminate this agreement at any time.

4. Crossinvest implements the chosen strategy by giving instructions to the bank and controlling that the client’s interests are always fully honoured.

5. The client relates directly with the personal adviser at Crossinvest to adjust the objectives, obtain investment ideas, receive a trusted consultation on an investment opportunity, or any other related matter.