For those who view the United States as an investment market, Credicorp Capital presents Credicorp Capital Invest, through which people have two benefits: they have access to a 100% online investment account in that country and Credicorp. Invest in a global portfolio managed directly by the entity of the asset. management.
As explained by the firm, to create this platform (in collaboration with BCP Global, a Miami-based fintech that is not related to the Credicorp Limited group), Interactive Brokers, one of the largest brokerage firms in North America, was hired. who will be in charge of the Safeguard investment portfolio.
The minimum investment to use the platform is US$25,000. According to Credicorp Capital, the benefits gained are: Investing from an address with low political risk, accessing your accounts through the web or their mobile application, and diversifying your investments across global portfolios. “It is the most effective way to reduce risk by investing in assets that are not highly correlated with each other,” explained Rafael Castellanos, managing director of investment products at Credicorp Capital.
The firm explains below how to invest:
“Accessing Credicorp Capital Invest is required to go through a registration, profiling and approval process under US laws and regulations. This process requires having a valid identification document, a service receipt that sends the address and an email for verification. Proves that the customer’s information will be corrected.
Then in digital onboarding, the platform profiles the client through a questionnaire, and as a result is recommended one of six portfolios pre-assembled by the specialized team. The client may, if he so desires, invest in a portfolio other than the recommended portfolio.”
Castellanos indicated: “With this launch, Credicorp Capital will continue to expand its innovative proposition to improve customer experience through digital innovation. We aim to advise, educate and reduce your investment risk. We want to be the strategic partner that allows you to make your financial projects a reality”.