FIXED INCOME MANAGEMENT

If you prefer not to be subject to the volatility of the stock market and want to guarantee a fixed return on your investments, and if you lack the time or expertise to manage your securities portfolio yourself, you can entrust the AGI management team with this task. However, you will be required to invest your capital in fixed-income securities (loans, bonds, treasury bills, commercial paper, fixed-income shareholdings, and other money market instruments).
In this case, SGI-AGI will put you in direct contact with a client account manager to finalize the terms of your desired management agreement and complete the remaining account opening formalities, while also discussing your investment horizon and risk tolerance.

A specialized management team will completely relieve you of the management of your securities portfolio, ensuring that your directives and aspirations are scrupulously respected.

You will be kept fully informed about the management of your portfolio, with regular delivery of transaction confirmations, quarterly statements, and quarterly and annual management reports. You will also always have access to real-time information on the AGI website.

Documents needed to open an account:

  • General terms and conditions ( Download )
  • Application for opening securities accounts – Legal Entity ( Download )
  • Application for opening securities accounts – Natural Person ( Download )
  • Fixed Income Management Mandate – Legal Entity ( Download )
  • Fixed Income Investment Mandate – Individual ( Download )

For any account opening or for more information, please do not hesitate to contact one of our advisors by phone or email.

Or you can contact the nearest AGI agency.

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