Service

How do we guide members?

Through efficient Recordkeeping, SUMMITSPUR is able to give a member, company or financial institute a well-detailed overview of their past investments, risk levels, historical market preference, their most favourable industries and investment instruments from the past years of investment. This we do weekly, monthly, and yearly depending on the client's preference. It can give an investor an overview of how to go about setting up an investment account and choosing an investment package.

Types of Record-Keeping employed by SUMMITSPUR

SUMMITSPUR keeps records of every activity concerning the portfolio management of an investor. We do so by:

• recording details of all purchases and sales of securities
• making copies of trade confirmations for three years
• a record of account statements and trade confirmations to make sure they accurately reflect the date
• price
• and type of security bought or sold
• recording certificate number of any security we bought or sold

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