Investing - Terms of Business

"Our Terms of Business for your Peace of Mind"

Independence

Equity & Bond Associates are Independent and will act on your behalf in advising you on the right financial vehicle. Due to our Independence we can advise you on the products of different financial companies, which in turn give us access to virtually an unlimited number of investments.

Confidentiality

No third party or tax authority can access any information regarding your investment.

Tax Efficiency

The Offshore Financial Institutions pay no taxes to the authorities of their respective Offshore Financial Centers.

Registration of Investments

All investments transacted through Equity & Bond Associates will be registered in your name. All investments made must be payable directly to the Financial Institution. In no circumstances do we accept cash or cheques for our benefit. This is for your protection!

Remuneration

Equity & Bond Associates do not charge a direct fee for their services. Our income is derived from brokerage fees paid to us from the Financial Institutions. The brokerage fee will not affect your performance! It is included in the standard charging structure of the respective companies products, which is detailed in the marketing material.

Conflict of Interest

We will not transact any business for clients in which we or any employee of the company or any other customer of ours is known to have a personal interest unless that interest has first been disclosed to you in writing by ourselves and we have received your consent to continue with the transaction.

Please email us for further information.
To view the Terms of Business and Service agreement please click .