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The Process

1. Information Meeting

Once we have established that common ground exists and explained our terms of business, an Information meeting takes places. This is when we start the important procedure of getting to know and understand you, our client.

Together, we invest time and take care in reviewing, collecting and collating information provided by you, to assess your current situation in conjunction with your aims, objectives and preferences.

2. Planning Your Investments

We produce a report that details methods by which you can achieve your aims and objectives. This outlines a course of action for you to take together with supporting reasons for our recommendations.


3. Taking Action

Following the planning stage, business is often transacted. We assist you with the completion of the documents that cement the relationship. Where possible, we obtain the best deals, costs and charges from third parties.


4. Our First Class Service

This is where we really differ. When you take action, we start. It's not "another deal closed". It's when our relationship begins. We guide you through the process of setting up your investments, ensuring favorable purchases are made, and the correct documentation is received.

We commit to meeting with you at least twice in a calendar year (subject to geographical location) and to monitor your investment affairs on a frequent basis. We maintain regular contact with you, via phone, fax, e-mail and personal visit.



For further information call
+ (63 2) 893-6851 or
+ (63 2) 893-6802
Fax 893-6143
e-mail: info@aims-asia.com
The administration office in the Philippines,
is registered as

George Rachel Inc.

 
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