Overseas


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Investors living outside the United States can now economically take full advantage of investing directly in American securities markets by means of advanced communication and investment technologies. If you do not have a brokerage account in the U.S., we will open an account for you at T.D. Waterhouse, a New York Stock Exchange member firm which accepts accounts denominated in U.S. dollars for overseas clients with a U.S. address. The mailing address for your account will be a firm of Certified Public Accountants here, which will either hold your contract notes and monthly statements or forward them to you, as you wish. Through use of the worldwide web, you will have confidential access at all times to complete details of all transactions in your account. You may also withdraw U.S. dollars from the cash balance of your account by means of a checkbook, which will be issued on request. Our firm does not have access to cash or securities in your account, except that you authorize T.D. Waterhouse to pay from your account the management fees specified in the account agreement, according to our invoices sent to your U.S. address.

Most clients from abroad engage us to manage a U.S. portfolio of equities and fixed-income securities, in agreed proportions. If you wish to have all or part of your portfolio invested in shares of companies in your home country, as a hedge against fluctuating exchange rates, it is likely that the shares of these companies are also traded in New York as ADR’s, American Depositary Receipts. In many cases, transactions in ADR’s of a given company can be effected at less cost in the U.S. than in the home country.

To view our account agreement form, click here.


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