How to Get Onboard as a Client

> Complete the account opening forms for a new banking relationship with one of our custodian banks.
> Sign the account closing and transfer letter.
> Sign a Limited Power of Attorney in favour of FAB Portfolio Management.
> Sign the investment mandate based on specific proposal.
> Get ready to reap the benefits of investing with FAB.
> We recommend setting up a financial vehicle such as an IBC company.

A dedicated meeting for more details

FAB FAMILY ASSETS BUREAU REPRESENTATIVE
One or more Directors

SUGGESTED PARTICIPANTS
The potential client and, ideally, his/her advisors

LOCATION
At the potential client's discretion

EXPECTED DURATION
Typically 1 to 2 hours