An EAF (Financial Advisory Firm) is a company that is authorized by the CNMV (National Securities Market Commission) in Spain to advise on financial investment.
Our clients can be either individuals or businesses. The scope of advice offered is usually broad enough to help clients address the main challenges inherent in the management of their wealth. This includes recommendations in respect of financial instruments, capital structuring and corporate advisory services (e.g. mergers and acquisitions).
It is the obligation of every EAF to know and document the profile of each client in order to tailor our advice to their knowledge, circumstances and objectives. That is the reason why financial advisory firms such as ours are required to perform a suitability test which allows us to collate and record this information adequately.