Recommended for those who wish to delegate the management of their securities portfolios to the AGI management team while accepting a significantly higher exposure to stock market fluctuations.
The aim is to seize, to a large extent, the opportunities present in the stock market with the goal of realizing substantial capital gains: the portion invested in stocks and other high-risk investments will not exceed 50% of the total value of the securities portfolio.
In this case, SGI-AGI will put you in direct contact with a customer service representative to finalize the terms of the desired management agreement and complete the remaining account opening formalities, while specifying your investment horizon and risk sensitivity.
A specialized management team will fully relieve you of managing your securities portfolio, ensuring strict adherence to your guidelines and aspirations.
You will be continuously informed about the management of your portfolio, receiving regular transaction notices, quarterly statements, and quarterly and annual management reports. You will also always have the ability to conduct real-time consultations on the AGI website.
Documents required to open an account
For any account opening or for more information, do not hesitate to contact one of our advisors by phone or email. Alternatively, visit the nearest AGI agency.
Alternatively, visit the nearest AGI agency.
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