Step 1: Initial docs
"I will work with www.invest-partners.ch and serve you this way. This means that you would give them an asset management mandate and I would coordinate with Invest Partners the investments.
Invest Partners would handle the account opening process with Swissquote. Are you fine with this choice? In order for them to proceed, I would need first of all a passport copy, utility bill, maybe a resume and a brief description of the origin of the funds from you. Then we would fill out an Asset Management Agreement with Risk Profile."
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