ONBOARDING PROCEDURE
“Know your client” (KYC)
BCGA and its network of agents will only ever introduce you to products that have passed Due Diligence and are considered worthy of promotion.
What we like to do, when establishing a relationship, is to get to know our potential clients as well as we possibly can and in doing so to understand their objectives. We do this by completing a confidential questionnaire, which has been specially designed to reveal numerous hard facts around their personal circumstances, their current asset base, their investment experiences, their risk tolerance, any investment horizon and the quantum of any new investments.