It is for good reason that we fiercely preserve our independence. Without it, we would be unable to bring you the array of products and asset classes that make up the wide choice available in the financial marketplace. When you elect to appoint CMC Gao Hua as one of your trusted advisors, you are protected by our commitment to the pursuit of your best interests. We do not solicit nor do we accept incentive payments from providers or financial institutions in return or giving their products or services priority or preference over those of others.
It’s All About You
As fiduciaries, we are committed to acting in a manner consistent with promoting the best interest of our clients and that includes avoiding all real and perceived conflicts of interest. We adhere to industry best practices and strive to reward the trust you place in our organization.
We are bound by the following strict principles:
CMC Gao Hua is compensated solely by our clients and we do not seek inducements for endorsing particular investments for financial products.
We are loyal to our clients and we will not be influenced by external forces to recommend investments and assets that attract higher commissions or payouts.
We ensure our clients understand how we are remunerated and whether or not any potential conflicts of interest may hamper our capacity for providing truly independent advice.
Understanding Your Financial Picture
Your CMC Gao Hua advisor can interact with you by whichever method is most convenient, be that in person or by phone.
The goal here is to help you clarify your aims and aspirations for your future financial wellbeing. Your advisor will help to define your tolerance for investment risk and ensure he or she fully understands any boundaries you wish respected in terms of permissible asset classes or ethical investments.
After this, we discuss our investment strategies with you in plain language and carefully explain the potential benefits and attendant risks associated with each one. This enables both parties – you and us – to make certain we are “on the same page”. Then and only then will we make recommendations.
Making The Important Decisions
Some of our clients come to CMC Gao Hua having previously developed a degree of investment sophistication, while many have precious little experience with financial markets. Regardless, we’ll ensure you fully understand what we have to offer, our recommendations and our reasons for making them.
We will need to conduct an accurate assessment of your financial assets and subsequently establish a straightforward plan for simplifying and merging them into a fit-for-purpose, well devised investment program capable of achieving your financial objectives.
In summary we will: