Carrick Catalyst EU Platform

PLATFORM USER GUIDE

Full Confidential Client Questionnaire

Our full confidential client questionnaire to be completed as necessary for determination of applicable investment solutions.*

Risk Profile Questionnaire

Our risk profiler to be completed as necessary for determination of applicable investment solutions.*

Balanced Investment Strategy

This option is only available on client login. Please ask your adviser for a balanced investment strategy.*

Growth Investment Strategy

This option is only available on client login. Please ask one of our advisers for a growth investment strategy.*

Life Cover

This option is only available on client login. Please ask one of our advisers for life cover options.*

Health Cover

This option is only available on client login. Please ask one of our advisers for health cover options.*

Home Saving Plan

This option is only available on client login. Please ask one of our advisers for home saving plans.*

Education Saving Plan

This option is only available on client login. Please ask one of our advisers for education saving plans.*

*All of our wealth management portfolio strategies are tailor-made for our clients.

Corporate & Business Registration No / C16128068 C1/GBL | Authorised by the FSC Licence No. C11013661

info@carrick-catalyst.com | Carrick House | M2 Roundabout, The Vale, 31301, Grand Baie, Mauritius

Please use the below form to reach us quickly via email.