Caproasia

financial professionals

Manage Assets | Advise Clients

 


 

Before signing up:
Ensure you have selected the correct plan or product

For Caproasia Professional | Sign up is by private invite only.

Sign up process:
Select your plan / product
Make payment
Register Caproasia

After registration:
Receive a welcome email and access within 1 – 2 working days

 

Billing details

Additional information

Your order

Product Total
Professional - yearly  × 1 $600.00 / year
Subtotal $600.00
Total $600.00
Recurring Totals
Subtotal $600.00 / year
Recurring Total $600.00 / year
First renewal: August 11, 2021
  • Pay securely with your credit card.


 

After making payment:
Register Caproasia here

Register here

After registration:
Receive a welcome email and access within 1 – 2 working days

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Are You Eligible for Caproasia Access?

 


 

Who are the users? Who sign up for Caproasia Access?
Financial professionals who manage assets or advise clients.

Who sign up for Caproasia Professional?
Financial professionals who manage assets or advise clients.
Managing or Advising $20 million to $3 billion (Institutions, Billionaires, UHNWs, HNWs)

They are in Banking, Private Banking, Private Wealth Management, External Asset Management, Multi-Family Office, Single Family Office, Boutique Advisory, Independent FA, Insurance, Fund Management, Asset Management, Investment Banking, Private Equity, Hedge Funds, Brokerage and more

They are Private Bankers, Private Wealth Managers, Priority Bankers, Personal Bankers, Relationship Managers, Financial Advisors, Wealth Managers, External Asset Managers, Family Office Advisors, Investment Advisors, Treasury Specialists, Insurance Specialists, Wealth Specialists, Estate Specialists, Analysts, Portfolio Managers, Fund Managers, Hedge Fund Managers, Investment Bankers, Private Equity Specialists, Chief Investment Officers, Chief Executive Officers, Chief Economists, Team Leaders, Desk Heads, Market Heads, Product Heads, Head of Wealth and more … …

Can I sign up if I manage $120 million of my personal assets?
If you are managing as an individual, you are not able to sign up.  Caproasia Access is only for financial professionals, as the solutions are built to help them to manage assets or advise clients.  However, if your assets are managed in a regulated investment vehicle or family office, you will be able to sign up for Caproasia Access.

I am quitting the industry, can I still retain my access?
Your access will remain for a period of 6 – 18 months, where our verification process will require you to update your particulars to determine your eligibility (if you are directly or indirectly managing assets or advising clients)

Why is access exclusive to financial professionals?
Managing assets & advising clients in the financial industry is a regulated activity in most countries.  Financial professionals carry a heavy economic & social responsibility.  Non-financial professionals are likely not able to interpret our solutions, or may mis-interpret our solutions.

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