QUALIFIED PARTIES

Echelon is what is sometimes referred to as a Boutique Broker or Service Provider. We provide bespoke designed products and services for Sophisticated, Experienced, High Net Worth and Ultra High Net Worth investors.

We sincerely believe that our products and services cater for a privileged, specific and defined demographic. The services we provide to our corporate clients are extremely specialised and focused upon one issue: raising as much money as possible for our corporate clients as quickly and cheaply as possible. In contrast, our Private Clients rely on our expertise in regard to risk evaluation. They know that we understand the risk/return profile of the companies we invest in, and are happy to follow our own investment strategy.

Our company only communicates with “Qualified Parties” such as; Limited Companies, Trusts, Financial Institutions, High Net Worth, Sophisticated and Experienced Investors and Financial Advisors, and unfortunately will not initially accept direct enquiries from “Retail” or “Everyday” Investors. We sincerely recommend that any Retail or Everyday investor discusses any potential investment strategy with a Regulated and Authorised Financial Advisor, and only then would we proceed on the strict basis that; if such potential investor wishes to take advantage of any of the featured investment opportunities, we would require the Independent Financial Adviser’s signature that he has either; given advice as to the proposed investment, or that the investor has received such advice and and elected to execute their own transaction.

Echelon performs strict KYC / AML (Know Your Client and Anti Money Laundering) compliance checks on every Corporate and Private Client.