Wealth Mandate Application Audit
Our flagship engagement — a structured financial audit of how wealth management mandates are applied across selected client books.
Quote based on book size and sample depth
Engagements
Human-led financial audit work focused on how wealth management applications are written, applied, and reported to clients.
Each engagement is scoped to documents and practices you already use — investment policy statements, fee letters, trade samples, and client packs. We do not sell investment products or replace your compliance officer.
Fee Schedule Fairness Review
A focused audit of how published wealth management fee schedules are applied to statements and invoices.
Starting from THB 85,000
Portfolio Reporting Integrity Check
Sampling of client portfolio packs to verify that wealth management applications are reflected accurately in what clients receive.
Starting from THB 95,000
Discretionary Boundary Assessment
Targeted testing of discretionary trades against investment policy boundaries in wealth management applications.
Quote based on trade volume