Catey Information

As a client of Catey, we make sure your portfolio is compliant according to your company's investment rules and regulations at all times. This is achieved by maintaining a direct line of communication with your employer's compliance department. We report your holdings and take the necessary steps should any investment become restricted. Your advantage: Once your risk profile and possible investment restrictions are established, we create your portfolio in line with our market expectations and tuned to your personal strategy. We provide you with a monthly report of your account and performance of your assets which you can view at any time via our online services. Finally, we do the compliance reporting on your behalf, so you can focus on your work.