Legal
As our client, you have trusted us to help you achieve financial success and security. Your trust is our most valuable asset.
We conduct ourselves with professionalism and integrity, always maintaining the highest standards of confidentiality, privacy and data securityand we are committed to deliver services of the highest quality.
Investing is a risky business and the value of investments can go up as well as down in value. This means that you could get back less than the capital that you put in. No financial instrument or service is appropriate for everybody nor can it achieve all objectives of an investor.
We believe that our approach of building customized financial plans designed with a risk profile that each investor is comfortable with is the cornerstone of success.
A summary of our policies is set out below
Markets in Financial Instruments Directive (MiFID)
Execution Summary Statement 2019 (RTS28)
Disclosures in accordance with CySEC Directive DI144-2014-14 of 2014
Emergo Wealth Pillar III Report (May 2020)
Emergo Wealth Pillar III Report (April 2019)
Emergo Wealth Pillar III Report (April 2018)
Emergo Wealth Pillar III Report (April 2017)