Understanding your risk tolerance
By setting the goals and parameters from the outset, investor and advisor are immediately aligned. Your profile and Investment Policy Statement (IPS) can be modified at any time.
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How hard is it to set up an account?
Setting up you account is quick and painless. We estimate approval can be obtained within five working days.
Required documentation are as follows;
Once your Ensea Advisory client account is established, any existing investments will be transferred to our independent custodian.
The custodian will provide bi-annual reports including your tax summary.
Any transactions will be facilitated by a leading NZ stock broker and monies will move solely between them and your designated bank account.
Your portfolio and cash will never be held by Ensea Advisory Limited
Required documentation are as follows;
- Copy of your passport photo page,
- A utility bill or bank statement with your physical address,
- Drivers license, and
- Your bank account deposit slip.
Once your Ensea Advisory client account is established, any existing investments will be transferred to our independent custodian.
The custodian will provide bi-annual reports including your tax summary.
Any transactions will be facilitated by a leading NZ stock broker and monies will move solely between them and your designated bank account.
Your portfolio and cash will never be held by Ensea Advisory Limited