Knowing our products

The ongoing appraisal of providers and their products is an important part of our role here at Ba-Ltd and is one to which we remain dedicated. Our efforts in this regard can make the difference between a decent return and a spectacular return.

All providers and their products must satisfy our due diligence criteria with respect to their financial adequacy, their charges, the adherence to the asset composition of mutual funds as outlined in their prospectus and observation of the rules and regulations governing investment products where applicable.

The technical and commercial merits of each scheme presented to us by our approved providers are subject to review via Ba-Ltd’s own in-depth assessment. This entails an inspection of the tax advice obtained by the providers in connection with the product. We assess the financial models provided to us to determine the expected costs and benefits associated with the investment. Only products that pass our review are made available for our consultants to offer to you.