Overview

Financial Intermediaries (FIM) are persons or legal entities whose business is the management of the assets or third parties which are held in individuals accounts at the Custodians / Clearing Banks via Pro Capital.

The cooperation is based on a business model that links FIM, it clients and the Custodians / Clearing Banks. FIM chooses the model and the “Booking Centre” best suited to its needs depending on the focus of its services, be in asset allocation or financial advise.

Pro Capital provides FIM with first – class solutions allowing FIM to deliver the best possible service to its clients.

  • Access to custodians and clearing banks (US and Switzerland);
  • Compliance tasks,
  • Brokerage service for trade execution,
  • Back office tasks