Legal
Legal Disclaimer.
KSB Advisory provides independent strategic advisory, coordination and introduction services.
KSB Advisory is not a bank, portfolio manager, asset manager, securities firm, trustee, custodian or insurance company and does not hold itself out as such. KSB Advisory does not hold client assets, exercise discretionary authority over client portfolios or execute transactions on behalf of clients.
KSB Advisory’s role is to provide strategic advice, coordinate processes and facilitate relationships between clients and relevant professional or institutional counterparties.
Where regulated financial, investment, banking, insurance, legal, tax, fiduciary or other specialist services are required, KSB Advisory works with and introduces clients to appropriately qualified independent institutions and professional advisers. Any regulated service is provided directly by the relevant third-party provider under its own terms and regulatory framework.