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Roppongi Hills Mori Tower 15F Roppongi 6-10-1 Minato-ku Tokyo 106-6115, Japan
Tel: +81(0)3-6439-7600
Email: info@capserv.com

Solicitation Policy for Trust Beneficiary Certificate Business
  • We endeavor to provide appropriate investment solicitation to suit what the client has told us of his/her knowledge of the financial products, his/her investment experience and his/her financial resources
     
  • In solicitation, we endeavor to provide appropriate and easy-to-understand explanation not only on the products and their advantages but also on the risks and fees
     
  • We will not make misleading solicitation and explanation by offering information that is not factual or characterizing indeterminate issues as settled
     
  • We endeavor to solicit - by phone calls or visits - at a time and place that are convenient to the client
     
  • In order to ensure appropriate solicitation, we endeavor to acquire sound knowledge and ways to make our presentation easy-to-understand