Should you wish to avail yourself of the services of sodigestion for the management of your wealth, these are the steps to follow:

• deposit your funds at one of the first tier banks of your choice that is also a partner of sodigestion,
• at the bank, sign a management agreement in favour of sodigestion (without right of disposal),
• sign a contract conferring discretionary management to sodigestion, which sets out the framework and methods of its intervention,
• we sign a remuneration agreement for sodigestion, defining the amounts payable and the methods of payment. In practice, we charge a management fee based on the value of the portfolio.

Together, we agree on:

• the investment objectives,
• the base currency.