COCKPIT

Custody is key to the protection of your assets and we look at the underlying assets and ratings of each

bank to select those we feel are the best candidates for our clients.

 

Each bank varies and offers a different menu of services, and cost structure so clients leave it to us to figure out

how we can best serve your interests, and then you can decide after having all the facts which custodian is suitable.

 

CLIENT CONTROL

 

After selecting going through a thorough 6 step process we define the strategy.

Next, we access suitable banks often using up to three custodians depending on the client's

needs, as no two banks offer identical services.

 

The clients always full control over their own bank accounts and the withdrawal of funds

or transfer of funds requires clients' approval directly with the bank custodians a safeguard.

 

47 Heritage as managers have a limited power of attorney to manage your account in

accordance with your investment mandate.

TYPICAL CLIENT STRUCTURE

CLIENT

100% CLIENT CONTROL

STEP. 1

ANALYZE CLIENTS ASSETS

STEP. 2

DEVELOP  STRATEGY

STEP. 3 

NEGOTIATE BEST RATES

COCKPIT

47 HERITAGE

STEP.  4

OPEN  ACCOUNTS

STEP.  5

IMPLEMENT 

STEP. 6

MONITOR & REPORTING

BANK #1

CUSTODIAN

BANK #2

CUSTODIAN

BANK #3

CUSTODIAN