CLIENT INDUCTION SESSION
What happens once you are a client?
Once an account is open, we invite you to our trading floor for an introductory visit to meet our team, and to get basic information on how the administrative side of your portfolio will be handled. This is where we introduce you to our trading team, and expose you to a bit of our trading culture. We then take you through a sample statement, so you can understand how to treat the numerous numbers you will see on the statement at the end of each month.
The astute client is then shown how to navigate through their portfolio through the various technological platforms we use depending on where their account is hosted. This allows for easier access to clients’ portfolios without having to call the trading desk for your portfolio values.