FAQs Does Global One Capital provide online account access? Yes, you may view your account anytime by signing on with your user ID and password. There is an icon on our website that will directly take you to the custodian's website for easy access. How often could I change my investment policy? Because our clients have changing needs, the investment policy can be amended at any time. Simply call us for a meeting and we will update your investment objectives accordingly. Could I transfer my account from another institution over to Global One Capital? Yes, you could transfer your existing account from another institution over to Global One. Accounts can be opened by transferring an existing portfolio, in part or in whole, from another institution. I have some stocks that have sentimental value, could I keep them if I open an account with Global One Capital? Yes, because this is a customized portfolio tailored to your specific goals and needs, you could instruct us to keep your sentimental stocks and we will incorporate that guideline into your investment policy. What happens if my account falls below your minimum of $500,000 due to market volatilities? Do I need to add additional assets to meet your minimum account requirements? No, the $500,000 requirement is only for the initial beginning balance. If the account falls below the account minimum because of market fluctuations, you are not required to deposit additional assets. Does Global One Capital receive any commissions in addition to the management fee? No. Global One Capital does not receive commissions or incentives for any of its purchases of equities, mutual funds or bonds in a client's portfolio. You can be confident that there will be full disclosure regarding any fees or transactions associated with your account.
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