With Ilirika, clients assets are invested in first rate securities which show great potential and which have been throughly verified. In foreign market trading, we cooperate with the largest and most credible partners who have already proven themselves as an excellent choice.
Asset manager at Ilirika decides about purchases and sales of securities and aims to create the largest yield possible considering the given risks.
Since investment strategies in individual asset management are not predetermined, asset managers can perfectly adapt investments to different situations occurring in the stock markets. In addition, asset managers are able to consider any wishes or restrictions you might think of, thus enabling them to better satisfy your needs. To date we have made successful investments, which have produced satisfactory results both for our clients and us.
As a cash investor, you will want to sleep easy in the knowledge that your risk is well diversified. Send us an inquiry!
For the future, superior results continue to remain our main objective.
Concluding a contract
Concluding a contract on individual asset management us a step that provides you with a formal opportunity to ncrease the value of your assets.
Please read additional information on Asset management for foreign securities in General terms.
Time bounding
Managed assets are not time bound, so that you are able to withdraw your assets at any time and you can also make additional payments to the portfolio at any time.
It is recommended that your assets are managed for at least one year, while the optimum period is three to fi ve years.
Managed assets are not time bound, so that you are able to withdraw your assets at any time and you can also make additional payments to the portfolio at any time.
Optimal management of your assets
It is recommended that your assets are managed for at least one year, while the optimum period is three to five years.
Subscriptions, redemptions or commissions
In individual asset management, Ilirika charges no subscription, redemption or management commissions.
The only exception is actual transaction costs charged by foreign stockbrokers, stock exchanges and clearing corporations, which are generally quite low.
The main cost in individual asset management will depend on the generated income, while you will be free to choose the method in which the commission is calculated:
- The first calculation possibility offers a mere profit distribution and,
- if choosing the second option, the client is charged with a profit and management commission (a certain percentage calculated from the market portfolio value).
The managed funds are not time limited, since clients can order them to be paid off at any time as well as make additional investments whenever they choose.
Taxation
From the point of view of taxation, individual asset management for natural persons is similar to the area of stock broking, with the option of the tax base being partially reduced to compensate for the commission charged by a stock broking company. In line with relevant legislation, an equal tax rate amounting to 20 percent is charged to all clients and is reduced by five percentage points every five years. In this way, the asset manager is able to engage in more active trading and to achieve higher incomes. With legal entities, profits made from selling securities are included among revenues coming from the financial area, which means that the profit taxation of profits in legal entities depends on final taxation of the company’s revenue.
