Quote:
Originally Posted by Unregistered
I would love to but there are a lot of restrictions on what we can and cannot buy
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Delighted to see an auditor who is willing to take a step to build his wealth portfolio and health coverage. Dont worry, i totally understand your concerns. Let me introduce some of our diversified investment products focusing mainly on China Tech Companies and US S&P500. With such a level of diversification, you do not need to worry about anything that would pose a threat to independence towards your clients
Even if your firm requires a detailed breakdown of the various constituents in our investmemt product, the equities invested inside have an immaterial % holdings such that your audit firms will suggest to pass on it