Glossary entry

English term or phrase:

advisory banking relationship with our Bank

Spanish translation:

... contexto en el cual nuestro banco actuó como asesor.

Added to glossary by Ana Juliá
Oct 30, 2010 13:50
13 yrs ago
6 viewers *
English term

advisory banking relationship with our Bank

English to Spanish Bus/Financial Finance (general)
Your investment in XXX was placed in the context of an ***advisory banking relationship with our Bank***. In an ***advisory banking relationship***, investment opportunities may be presented to the client by the Relationship Manager. Such presentations of investment opportunities do not constitute a guarantee. The investment decision is always taken by the client and remains in the client's sole responsibility. Your investment in XXX was placed by our Bank according to your instructions and the shares subscribed for your account by our designated nominee. Over the years, the investment in XXX was reviewed in meetings held by you and your Relationship Managers and approved by you on these occasions.

Proposed translations

2 hrs
Selected

... contexto en el cual nuestro banco actuó como asesor.

En mi opinión es más natural así.
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4 KudoZ points awarded for this answer. Comment: "Gracias a todos"
+1
12 mins

relación de asesoría bancaria con nuestro banco

O sea, que tiene la facultad de proveer consejos y sugerencias pero ningún otro poder o interés. (Parece.)
Peer comment(s):

agree Lydia De Jorge : Nicely put!
2 hrs
¡Muchas gracias, Lydia!
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26 mins

Relaciones en calidad de asesor con nuestro banco

En el contexto de relaciones en calidad de asesor con nuestro banco;
I think 'bancario' can be left out.
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