Services to External Asset Managers (EAM)

If you are an independent financial adviser can now join CLG, Latin American Management Company (Uruguay) SA, through CLG access contracts with major Swiss banks and mutual fund houses, at a very low cost and meeting all legal regulations.
CLG is a company incorporated under the laws of Zonamerica.
The under the Free Zones Law (Law 15.921), gives our customers a huge amount of advantages. Aiming to fully exploit these advantages and analyze the possibilities that this legislation provides

http://www.zonamerica.com

Current Regulations
As of January 5, 2010 the Central Bank of Uruguay BCU activity regulated financial advisor, creating a record of these, across circulars 2046 and 2047, those who comply with the regulations, this license is that Swiss banks today asking for an agreement with a company EAM Uruguay.
This way you or your company access to the agreement with the bank, and investment funds, or may also have their own agreements with investment funds

Download BCU Document

CLG has a contract with swiss banks

And with leading mutual fund houses, with very competitive reversals.

• MAN investments
• MFS
• Virtus
• Centurión
• Claridenleu
• Prestige
• Investec Asset Management

You and your team will:

• Serve your clients at our offices in Montevideo (Uruguay).
• Use the phone care system with messages on your phone portable.
• Access to the server and get your email address in Uruguay.
• All service back and middle office.
• Assistance in opening accounts, transfers, operations.
• Have your business cards with logo and contact details in Uruguay CLG, if your convenience.
• Handle your income and indirect user zone.
• We advise on local and international structure.
• Full time access to their accounts from anywhere.
• Operations in line with the bank.
• Direct contact with the bank or mutual funds.
• Attendance at conventions and conferences of banks and investment funds.

Partners-Shareholder
After a minuscule due diligence by our audit team, arrive at an agreement to assist in managing the assets of its customers, this convention is a contributor contract customers first, and secondly the possibility of obtaining participation in CLG, thus the EAM will be assured of an invitation to our annual ordinary, and also the possibility of extra dividends because shareholder.

The fee payable is dependent on the service taken, where there are 3 packages of services that are in all cases a minimum and a percentage, depending on operations and a sliding scale as they increase assets under management.

• Financial Advisor natural or legal person
  With assets under management below $ 30 million.

• Financial Advisor natural or legal person
  With assets under management from 30 to 70 million

• Financial Advisor collective bargaining group.
  With over $ 70 million under management.

Family office services, tax planning, are billed separately because they are all custom-designed products.

Trust services, company formation and management, also are billed separately.
In all cases there are competitive reversals.