During the purchasing process, you may require the services of other off-shore advisors such as legal counsel, tax accountants, engineers, valuators, architects and home inspectors.
CA Horizons will help you to:
• determine when best to engage such advisors,
• negotiate cost-effective terms and rates on your behalf, and
• coordinate billing and payment as part of our seamless holistic service.
Third-party advisor fees are solely for the client’s account and are passed on at cost without markup or participation in accordance with best practices and in compliance with the CFA Institute Code of Ethics and Standards of Professional Conduct.
To minimize material third-party fees, we will obtain quotations for your review prior to your engagement of such third-party advisors. In selected cases, such fees may have to be paid in advance. Again, we commit to fee transparency at all times.