Once we have received the signed terms of engagement, Investment prospectus, a copy of the fact sheet/s of your potential alternative investment/s, followed by payment in full. We will email confirmation and the timeline that you can expect to receive your personalised due diligence report.
Our terms of engagement state that we will complete and deliver your report within 10 working days. However, we will endeavour to complete your report as quickly as possible and will forward the report upon completion. You will be notified of the expected delivery date and updated accordingly. If you wish to expediate your report, we do offer an express 48 hours (2 working days) service. This is charged at an additional fee of 5,000 HKD (or currency equivalent.) Subject to written email confirmation.
Your personalised due diligence report will complete a “deep dive” on your potential alternative investment/s and will contain an executive summary of our findings followed by an in-depth list of questions that need to be answered with a full explanation of why those answers are so important.
This will allow you to make a fully informed decision prior to investing.
If your investment provider/s answers all of the questions raised in a sensible time frame this will give you an indication of the professional integrity of the investment company and product/s on offer. However, this does not guarantee the success of said investment/s. Alternatively, if the investment provider/s are slow in responding and cannot answer the questions in full, this raises red flags and extreme caution should be exercised prior to investing. Please be aware we are NOT giving you investment advice, we are just carrying out due diligence on your investment product/s. The decision to invest will always remain with you as the potential investor.
Follow up service
Once you have received your due diligence report and had the questions answered by the alternative investment provider we are happy to offer a follow up service that will review and reply to the answers provided based on an hourly rate. The current rate for a senior consultant is 2,500 HKD per hour or currency equivalent.
Never Have I written a letter in praise of any sort of financial institution or consulting firm before, but I feel compelled to do so for Mr David Cooper, who has assisted me with carrying out due diligence on my portfolio since September last year. His Knowledge of financial markets and ability to explain things in terms that I understand are quite exceptional.
I have been dealing with Mr Cooper for some time now, I have always found him to be extremely professional and sincere my dealings with him. As a professional David is very thorough and has good attention to detail.
It is because of this I have recommended him to colleagues with regards to their potential investments and he has come through for them also.
I will continue to recommend David now and in the future.
I was referred to Mr David Cooper by a friend and colleague in September 2008 at a formal gathering. Shortly after I asked him to review some potential investments. His knowledge of financial instruments and ability to portray the information in an understandable way is excellent.
He listens to my investment concerns and input then addresses them on a one to one basis before I make any investment decisions.
I would have absolutely no doubt in recommending David to anybody that wishes to work with an experienced and friendly consultant.
I have been consistently impressed by both David’s attitude towards his work and his care towards my own investment needs. His interpersonal, communication and listening skills have allowed me to make investment decisions that I may not have previously made. He also has the analytical skills to diagnose problems and devise suitable solutions. I was fully able to understand his explanations on the products and he answered all of my questions effortlessly so that I could arrive at a quick decision on whether or not to invest.
David has given an excellent and professional service. It was very comfortable to work with him and I would highly recommend his services to my friends and associates.
David’s Knowledge, efficiency and reliability paired with his good sense of humour and great interpersonal skills make him an absolute pleasure to do business with. He is trustworthy and always has his client’s best interest in mind. Without a doubt I would recommend David to anyone looking for professional advice and a very reliable service.
David is a fantastic communicator who delivers Just the right details to get the message across without overwhelming them with technical details.
He has an unwavering commitment to provide excellent customer service, his friendly manner and “can do” attitude is evident in everything that he does and has won him deserved respect from appreciative customers.
Mr Cooper has been reviewing our investment products since he was first referred to us by a friend in Hong Kong in 2012. We feel very comfortable with his services and his level of professionalism is excellent. He does not push pages of technical information our way but all ways manages to raise the right questions that allow us to feel confident when we make investment decisions.
We would have no hesitation recommending his services to anybody that needs help before making investment decisions.
I actually came across David as a financial consultant and he became my adviser when I lived in Tokyo in 2010. He has advised me ever since. However, I undertook his consulting services last year when I had been offered a job with an alternative investment company. I asked him to carry out due diligence on them to see If I would consider working for them. I turned down the job based on his findings.
I wish I could have met you 2 years ago. You would have saved me 100,000 USD