Memberships & standards

Where we stand, and what we are not.

Being clear about our regulatory position is part of the advice. Here is exactly what Alternainvest is licensed to do.

Regulatory position

Alternainvest is an advisory firm. We are not a bank, a credit institution, a payment institution or a licensed investment adviser, and we do not carry out any activity that requires such a licence. Our work is limited to preparing, structuring and negotiating financing on behalf of corporate clients.

Professional memberships

  • Chamber of commerce membership — add your registration here
  • Industry association membership — add yours here
  • Professional indemnity insurance — add your insurer and cover here

How we work with client information

Financial information shared with us is covered by a mutual non-disclosure agreement signed before any file is reviewed. Lender approaches are made only against a written mandate naming the institutions we may contact.

Fee principles

  • Fees are agreed in writing before work starts, as a retainer, a success fee, or both.
  • We never charge an advance fee in return for a promise or guarantee of funding.
  • We disclose any commercial relationship that could affect a recommendation.

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