We doublecheck the “receipt” from your asset manager and ensure that you don’t pay more than agreed
It is unavoidable that mistakes occur from time to time – also in relation to your asset management. However, even small mistakes can be costly affairs when investing for millions.
Therefore, we doublecheck all your costs related to all transactions and fees – regardless of whether 500 or 10,000 transactions have been made. As a result, we regularly discover mistakes related to everything from management fees, trading costs, account and deposit fees to kickbacks from mutual funds and investment funds.
Last year we discovered mistakes in more than 50% of the agreements we checked and our customers were reimbursed for a large amount. When we discover a mistake, we contact your asset manager and ensure that your erroneous charge is refunded. Last year alone, we secured refunds for our clients for erroneous charges of nearly 2 million USD.