Should you wish to avail yourself of the services of sodigestion for the management of your wealth, these are the steps to follow:

  • deposit your funds at one of the first tier banks of your choice that is also a partner of sodigestion,
  • at the bank, sign a management agreement in favour of sodigestion (without right of disposal),
  • sign a contract conferring discretionary management to sodigestion, which sets out the framework and methods of its intervention,
  • we sign a remuneration agreement for sodigestion, defining the amounts payable and the methods of payment. In practice, we charge a management fee based on the value of the portfolio.

Together, we agree on:

  • the investment objectives,
  • the base currency.

 

 
 
 
 

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