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Financial Advisors

Establishing Terms of Business with TAM

In order to introduce clients you must be a recognised financial advisor with terms of business established with TAM.

To confirm your status or to set up terms of business please contact our advisor support team:

Telephone +230 454 6400 Email support@tamint.com

 

 

Opening client accounts

Opening a client account with TAM is simple and straight forward.


 

Complete our Risk Profile Questionnaire and Proposal Request Form.

 

Our risk profile questionnaire is a useful tool to aid you in determining your clients risk profile. Our proposal request form gathers all the initial information we need to generate a customized client pre-investment proposal.



 

We will return to you our comprehensive and customized Pre-Investment Proposal.

 

Our pre-investment proposals are personalised to you and your client and outline:

  • The chosen risk profile
  • How we will manage the portfolio
  • Our investment and research process
  • Who we are and importantly who will be managing the portfolio
  • Fees and costs
  • Our market outlook
  • A summary of all the funds within the portfolio

We aim to return your report within three days or earlier if urgent.

 


Our Account opening forms are simple and are contained within the pre-investment proposal.

 

All you need send us is the completed and signed Costs, Client and Advisor pages plus the required client due-diligence documents.

We usually request soft copy to be sent with originals to follow.

Required KYC documents:

  • Passport


Plus one of either:

  • Bank Statement
  • Credit card Statement
  • Utility Bill


Documents must be certified and no more than 3 months old.




We will promptly send you the clients account details and online log-in information.

 

Once the account is opened it can be funded by electronic transfer or in-specie transfer.

Online portfolio valuations are then available 24 hours a day.

 

TAM ADVISOR SUPPORT Telephone +230 454 6400 Facsimile +230 454 5413 Email support@tamint.com

 

 

Financial Advisor Disclaimer


Please read our legal information for your own protection and benefit before proceeding. It explains certain legal and regulatory restrictions which apply to any investment in the products referred to in this website. It is not intended to constitute financial, investment, legal or other professional advice and should not be treated as a substitute for proper professional advice. TAM Asset Management Ltd and TAM International Limited endeavour to ensure that the data and other material in this website is correct and complete, but does not accept liability for any error made or omission from this website.  Nothing on this site shall be deemed to constitute investment advice.

This website does not constitute an offer or solicitation to invest in our products in any country where such offer or solicitation is unlawful. This website is not directed at you if the laws or regulations of any country prohibit or restrict the material on this website from being made available to you, and it is not intended for any use which would be contrary to local law or regulation. You should only enter this website if you have satisfied yourself that the country in which you are based imposes no prohibitions or restrictions on the distribution of material on this website.   Residents or citizens of the United States of America are specifically prohibited from investing in our products and no person may offer investment in these products to residents or citizens of the United States of America.

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