As a client of fdp Private Wealth Management, the Family Advantages offer gives you the opportunity to share many advantages with your loved ones, including reduced annual fees and access to expert private management advice.
- The offer is based on the concept of the family unit, the foundation of which is the member household*, which must hold a minimum amount of assets under management with fdp Private Wealth Management.
- All persons in the member’s extended family are eligible, as are their spouses and descendants. There is no limit to the number of generations or family members eligible. However, a minimum investment amount is required for each household wishing to take advantage of this offer.
- Family unit trusts and companies are also eligible.
Your wealth management advisor can give you all the information you need about this offer**.
* The member client may be a physical person or a corporate entity.
**The Family Advantages offer is subject to change without notice.
