Investment Consultant
For your Shuraa activity review, use code 6619-031 to identify Investment Consultant within DWTC Free Zone. Compare the supplied record with the work your company intends to undertake.
Activity code 6619-031
Listed activity name: Investment Consultant
- Activity code
- 6619-031
- Jurisdiction
- DWTC Free Zone
- Licence type
- Professional
- Group code
- 6619
Activity description
Includes firms which provide investors with investment products, advice and planning, providing recommendations and advice related portfolio or investment in different fields like mutual funds, intraday trading, investment in share market, do in-depth work on formulating investment strategies for clients, helping them fulfill their needs and reach their financial goals
Additional requirements
No Additional NOCs Required
Authority reference: DWTC activities and licences. Confirm the latest scope and requirements with the authority.
Scope checks for your Shuraa consultation
- Write down the exact work your business will carry out and compare it with the supplied description above.
- Identify any parts of your operation that the description does not clearly address.
- Keep any approval notes with this activity code and ask which requirements apply before submitting an application.
Plan your next step with Shuraa
Bring this activity code to your Shuraa consultation to discuss the intended scope of work, jurisdiction choice and application requirements.
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