Prepare your management mandate
Clarify your project, banking relationship and questions for the manager. Receive your first-meeting brief.
Six choices, three steps. No wealth amounts or documents requested. This journey prepares a discussion; it does not determine your risk profile or eligibility.
Your brief takes shape here
Answer six questions to get your clarification points and first-meeting agenda. You can revisit every choice.
You: objectives and constraints
Manager: mandate and reporting
Bank: account and custody
A manager and a bank: who does what?
The mandate defines what the manager may decide. The bank provides agreed account and custody services. Provider compatibility and any account opening must be confirmed. Choosing a region does not mean an institution accepts your circumstances.
Keep a summary of your thinking
Receive your complete dossier with assumptions, explanations and questions to ask. It is sent in the email body and can be saved or printed.
A conversation is a separate step. Discuss my project with Charles
Method and next step
Educational tool by Diez de Cambournac, Luxembourg. Edition dated 2 October 2026. Calculations and wording follow explicit rules, without generative AI. Charles introduces people and coordinates conversations; authorised professionals assess needs and available services.
ESMA: service and instrument cost information
Background source checked on 2 October 2026; the cited organisation has not endorsed this tool.