Begin your journey with Fisher Investments by requesting an appointment to speak with one of our experienced representatives. We’ll take the time to learn about your financial goals, unique circumstances and current investments, and together, we will determine if we are the right fit for you and your long-term goals. The better we know you, the better an investment strategy can be tailored to your unique financial objectives.
Ready to Start Your Journey to a Better Financial Future?
Once you’ve decided the global Fisher group of companies is right for you, we’re here to make becoming a client as seamless as possible. The simple, personalized new-client-onboarding process is designed to be straightforward and collaborative. It features specialized resources designed to give you confidence and peace of mind that your financial future will be handled with care and experience.
Becoming a New Client
The start of your financial journey with us is a personalized process designed to prioritize your unique needs, financial situation and long-term goals. Below is a step-by-step process of what to expect as you become a new client.
1. Initial Consultation
2. Confidential Client Agreement
Once you’ve decided that the global Fisher group of companies is a fit, you will complete a Confidential Client Agreement and formally become a client of Fisher Investments Arabia.
3. Client Service Team Introduction
Next, you’ll be introduced to your Fisher Investments Arabia Investment Counsellor (IC), your primary point of contact and liaison to the Fisher Investments Arabia’s Investment Committee (iCOM)—responsible for Fisher Investments Arabia’s investment management activities, including the approval of all investment strategy decisions—and FAM’s Investment Policy Committee (IPC), which establishes strategic direction for client portfolios globally. During this in-depth introduction, your Investment Counsellor will seek to learn more about your retirement goals, financial situation, family, health, as well as your interests and aspirations. A better understanding of you and your goals translates into an investment strategy better tailored to your unique financial objectives.
4. Account Set-Up & Funding
Your accounts will be established with large, well-known third-party financial institutions who will be your custodian and hold your assets. To make the process as simple and seamless as possible, your Investment Counsellor will help you complete any necessary paperwork to establish your account(s) and initiate transfers.
5. Financial Summary & Portfolio Recommendation
Your Investment Counsellor will share details from your introductory meeting with the Portfolio Evaluation Group, who will create a portfolio recommendation tailored to you at the direction of the iCOM and IPC. Your Investment Counsellor will walk you through this recommendation to help clarify every aspect.
6. Strategy Implementation
Once you’ve discussed and approved your portfolio recommendation with your Investment Counsellor, FAM will implement your tailored strategy.
7. Ongoing Support
After becoming a client of the global Fisher group of companies, you’ll receive world-class client service and support tailored to you. This includes exclusive client communications to keep you informed about our latest views on capital markets, along with additional resources. It’s important that clients understand their investment strategy and, more importantly, the reasoning behind the investment decisions. This includes keeping you updated and informed on the markets, FAM’s outlook and the drivers of their portfolio decisions.
