Step 1 - Compass Plan
Before your JB Global Investment Adviser can develop an Investment plan tailored to your individual investment circumstances, your adviser requires certain personal information to pin point exactly where you are financially right now, likewise information on your Investment goals and objectives. The Compass Plan is designed to gather this information to ensure the investment strategy recommended meets your investment needs.  Click here to complete the Compass Plan.

Step 2 – Private and Confidential Meeting
After receiving and analyzing your individual circumstances provided within the Compass Plan, your JB Global Investment Adviser will make a full investment recommendation. This recommendation will be based on the cornerstone JB Global Investment Principles while being tailored to your individual needs. This disciplined approach will ensure your investment is exposed to the maximum potential returns while minimising risk.

Step 3 – Investment Implementation
Once you are comfortable with the investment strategy recommended, your JB Global Investment Adviser implements the strategy taking into consideration market dynamics, risk evaluation and any special situation that might present itself.

Step 4 – Monitor and review your investment
Your JB Global Investment Adviser monitors your investments daily making adjustments after giving consideration to the ever changing investment markets and any changes to your own personal circumstances. As the investor you are kept fully informed as you ultimately control each investment decision.

Next Step to become a client
You will need to complete the Compass Plan.  To find out more, click here.

More information?
To view our Frequently Asked Questions, click here.  To view our Investor Eduction Centre, click here.