Legal Notice

 

IMPORTANT DISCLAIMER

Whilst every effort has been made to ensure that the information contained herein is correct and up-to-date, this publication should not be relied upon without obtaining appropriate advice. Responsibility for loss occasioned directly or indirectly to any person acting or refraining from acting wholly or partially upon or as a result of the material in this publication or for any error in or omission from this publication can not be accepted by the publisher or an author, editor, contributor or consultant or any company referred to herein. Nothing in this publication is intended nor should it be interpreted as in any way sanctioning, advocating or condoning directly or indirectly the commission of an unlawful act or any illegal or fraudulent purpose. The information provided is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Gustavia or its subsidiaries and affiliates to any registration requirement within such jurisdiction or country. This publication is distributed on the understanding that the publisher is not engaged in rendering legal, accounting or other professional advice or services.
WARNING FOR UNITED STATES CITIZENS AND RESIDENT ALIENS
United States citizens and resident aliens are specifically advised and warned that they should seek appropriate and timely tax and legal advice from a qualified professional licensed to render such professional advice before establishing any offshore structure, US citizens and resident aliens should also ensure that they are professionally advised on the onerous restrictions and reporting requirements that the acquisition of an offshore structure may involve.
 
 
DUE DILIGENCE
 
For the protection of all of our clients and in order to comply with applicable legal obligations, we maintain a high level of due diligence information on all new clients and on all business activities conducted via our offices.Our compliance procedures are consistently applied to both institutional and private clients.  We encourage potential clients to obtain appropriate professional advice before setting up any structure with us. In certain cases, we will require confirmation that appropriate tax advice has been given.  We reserve the right to refuse any client if they fail to provide us with sufficient or satisfactory due diligence. The strictest Swiss professional and banking privacy laws applies to all information supplied.
 
 
 
Investment strategies
 
Short Term
50% bonds and 50% cash
 
Income
100% bonds
 
Stable
80% bonds and 20% equities
 
Balanced
60% bonds and 40% equities
 
Dynamic
40% bonds and 60% equities
 
Growth
20% bonds and 80% equities
 
Aggressive
100% equities
 
Speculative

 

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