Our Services
At Firmus, “We offer our clients the following financial services:”
Discretionary Mandate
A discretionary mandate is a type of investment management agreement where the investment manager has the opportunity to make investment decisions on behalf of the client without prior approval. The investment manager is given a wide range of guidelines and has the authority to make certain trades and investment decisions based on their professional judgment.
Advisory Mandate
An advisory mandate is a type of agreement between a client and a Financial Advisor (Firmus) who provides advice and recommendations to the clients in regards to investment decisions. The client has the utmost control over the investment and makes the final decision on whether or not to follow the advisor’s advice.
