September 4, 2008‘Sokrat’ Investment Group Launches ‘Heir’ Program for VIP Clients
In the stream of Trust management, specialists from the ‘Sokrat’ Investment Group have developed the ‘Heir’ investment program especially for VIP clients. This is the first program in Ukraine to offer the opportunity to create an individual securities portfolio for one’s child. Each portfolio – whether it be moderately conservative, balanced, or moderately aggressive – is dependent on the personal goals and preferences of the individual client's investment strategy. The minimum required investment is UAH 100,000, with the possibility of continual replenishment and a recommended investment period of three or more years. One’s individual portfolio is made up of stocks, bonds, securities investment funds, as well as other tools.