Institution Forum – simple, convenient and excellent

Excellent for you

The Institution Forum is a forum for advice and custody where clients can have access to a personal advisor and to all details on-line. We offer a full range of opportunities to choose among a rich offering in all asset categories.

 

Depositing unit trust units with a custody institution establishes a structure with a clearer overview, simplified administration and a more cost-efficient asset management solution. For clients, this represents a simple, convenient and excellent solution.

 

Your needs are sacred to us

We never compromise when it comes to our clients needs and these always form the basis for our advisory assignments. Combined with our own analysis of the financial markets, they serve as a stable platform for the investment advice we provide you.

 

As our client, you gain access to a rich and varied range of fixed-interest investments, unit trusts, hedge funds, equity linked bonds and other capital guarantee structures. Naturally, we also offer attractive alternatives for those seeking some form of exposure to the property market.

 

Our good advice pays off
Treasury departments and investment committees request our advice and support when it suits them. No issues are unfamiliar to us.

 

Why become an Institution Forum customer?

  • A plattform – not allied to any particular bank or asset manager
  • Freedom of choice – You can choose freely from a rich range of investments
  • Personal advisor
  • Always the markets best terms

As part of the bargain, we make life easier for you as our client by facilitating your administration, simplifying switches between unit trusts and always giving access to current market values in a straightforward format.


Institution Forum terms 

 

Custody  
Custody account charge: SEK 0
Custody fee: SEK 0
Advisory fee: 0.60% per annum (incl. VAT)
Minimum custody requirement: SEK 5 million


Cost

Where only unit trust holdings are held in custody, only the unit trust companys fees apply and we add no further charges.

 

Would you like to know more?
Please send us an e-mail using this link: info@instinvest.se or call us at +46 (0)761-191010

 

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