Welcome to an easy way to invest!
Take the following steps to open an account at Aldesa:
1. Fill in the appropriate form and hand it to your advisor.
2. Provide additional information and sign the appropriate contracts.
A list of the documents you must submit to open an account for a natural or an artificial person follows.
Documents
Accounts for natural persons:
- Readable photocopy of ID card, passport, or resident card.
- Photocopy of social security slip or income source certificate.
- Photocopy of an utility invoice to check address.
Accounts for artificial persons:
- Photocopy both sides) of legal representative ID card.
- Photocopy of legal person ID number.
- Original legal personality not older than three months.
- Firm’s financial or accounting information.
- Photocopy of an utility invoice to check address.
In case several people are authorized to access the account:
- Photocopy of ID cards, passports, or resident cards.
- Completed form of Signature and Appointment of Authorized Individuals Record.
Contracts:
- Investment fund participation contract.
- General fee contract to carry out stock exchange operations.
3. Invest funds in your account
Your advisor will periodically check the performance of your investment and will suggest either maintaining or changing the composition of your portfolio, in line with market conditions.
Remember good investments are the prize of those who choose good advice.
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“Ask for the investment fund prospectus prior to making your investment.”
“Authorization for public offering does not imply rating on how good shares of the investment fund are or on the soundness of the fund or its managing organization.”
“Past yields are no guarantee of similar future yields.”
“Financial management and the risk derived from investing in that investment fund are not related to those from banking or financial organizations in its economic group, due to independent net worth.”
“Authorization to carry out a public offering does not entail any rating on how good the issue is or about the issuer’s solvency.”
“As these values are registered in the primary market abroad, neither the stock issuer nor the issue itself are under supervision from SUGEF (Superintendencia General de Valores.) Rather, they are supervised only by the regulating agency in their home market.”
“These values will be traded in the foreign market and under that market’s trading rules."
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