Account Opening Process

Our duty of care for our clients

Opening a brokerage account with Syracuse Group is very simple. The first step would be a free consultation with one of our portfolio managers. Your portfolio manager will help you select a suitable investment opportunity based on your needs and financial goals. You will enjoy full disclosure and in-depth understanding of the investment opportunity through the eyes of a seasoned professional with decades of experience in portfolio creation and management.

Regardless of whether you are a seasoned investor or it’s your first time, we employ a simple rule which is to protect and safeguard your money before attempting to grow it. That way, you can be safe in the knowledge that your money will be watched over very closely and protected against any risk.

Our ‘Duty Of Care’ For Our Clients

Investing for the first time or with a new company can be a daunting process. You can rest assured that Syracuse Group operates a ‘client-first’ care policy. This means that once you select a suitable investment opportunity, not only will you be guided by your portfolio manager, but you will be assigned a client services representative Who will support you in the opening process of your account. They have a duty of care to help you submit your ‘Account Opening Form’ which allows you to open an account with Syracuse Group. You can complete the application online and after you will then be sent relevant agreements and documents about your investment for you to confirm. Every investment is transparent, and no question is too trivial. Our clients are urged to make full use of their portfolio manager and client services representative.

Unlimited Support

The more we serve you, the more we understand about how best to help you meet your financial goals, whether they are short-term or long-term. Continued support means that every step of the way, you will always receive support and advice on your portfolio.

Please contact us today to learn how easy it is to open an account with Syracuse Investment Group.

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