Invest Offshore

Tag: Duty of Care

  • KYC, Transparency and Duty of Care in Wealth Management

    KYC, Transparency and Duty of Care in Wealth Management

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    by

    Aaron
    in

    Asset Protection is Duty of Care Duty of care is a legal obligation that requires wealth managers to act in the best interests of their clients and exercise a reasonable standard of care and skill when managing their assets. This duty encompasses a wide range of responsibilities, including providing sound investment advice, making suitable investment…