Independent Asset Managers & Introducing partners

Introducing partners

CIM Bank develops collaboration with introducing partners, both institutional and individual, working with private and company clients.

In order to facilitate our collaboration, CIM Bank proposes to its introducing partners:

  • A personalized and exclusive access to our secured Extranet system. The introducing partner is independent, and can connect 24h/7 in order to implement new prospects interested in opening a personal, corporate, or commercial account with CIM Bank
  • No need to travel to Switzerland, the account can be opened remotely, with the support of a secured videoconference
  • Access to various marketing documents, presentations and videos of CIM Bank
  • A history where the introducing partner can follow the implemented contacts

Under this partnership, CIM Bank offers an exceptional quality of services, applicable to any type of account that will satisfy the large needs of their customers such as:

Independent Asset Managers

Increase your clients and realise your financial strategy in partnership with CIM Banque

Your high professionalism deserves a highly specialised bank trading on financial markets at your service.

You can easily manage your clients’ portfolio with CIM e-banking.

The independent asset manager can open customers’ accounts through our Extranet system that offers:

  • 24h/7 connection
  • all the documentation needed to open through Internet both personal and corporate accounts without coming to Switzerland
  • support of a secured videoconference
  • access to marketing presentations, videos and user guides on CIM Bank platforms

The independent asset manager can easily manage the account with:

  • DMA, Direct Market Access to CIM trading desk via Bloomberg, e-mail, phone.
    Skilled and experienced Traders provide you real time information on the markets, receive and execute your orders in bonds, shares and forex worldwide.
    Best market prices and fast execution given by CIM Bank trading relationships with over 350 professional counterparties.

  • Through CIM Bank in collaboration with Interactive Brokers – a global leader in brokerage – you can trade stocks, futures, options and forex directly in the markets and receive instant execution for your orders.

  • Modern designed e-banking offers a personalized view of your client positions.
    Our e-banking service uses high secure technologies that allow you to access your account from anywhere in the world.

  • Access to our special CIM Orders to trade bonds, stocks, funds.

  • The independent asset managers can have access to over 3'500 funds authorized in Switzerland as well as to 15'000 funds worldwide

  • Opportunity to leverage clients investments via Lombard Loans

In addition, the client has easy access to all other services offered by CIM Bank as payment solutions, credit and prepaid cards and our unique lifestyle services.

Our offer of such partnership is exclusively reserved to professional and regulated partners.