01
Order execution for your investments
The order reception and transmission service enables the execution of the purchases and sales you decide to make. We outline the process, available products, and associated costs.
SR Financial - Investment Support
Investment Services
You can manage your own investments or receive advisory services to make informed decisions. We explain Caser's options and the support included with each service. When you receive advice, proposals are prepared based on your financial situation and objectives; you decide whether to invest.
What you need to know
The support you can receive
Before signing an agreement, you will understand how the service operates, who provides it, and its cost.
02
Independent advisory
Compare a broad range of investment options. Under this model, the entity cannot retain third-party commissions for recommending products; the contract clearly specifies how the service is remunerated.
03
Non-independent advisory
Leverage Caser's curated fund selection and investment proposals. The entity may receive inducements from product providers, which must be fully disclosed to you prior to contracting.
Know what you contract and what you pay
SR Nexus acts as an agent of Caser Valores e Inversiones. Prior to engaging our services, you will be informed of the entity providing the service, the scope of advisory included, the decisions retained by you, and all applicable costs. We will also detail any additional product-related fees.Learn more: CNMV - Authorised investment firms and services.
Before reaching out
Frequently Asked Questions
How do I choose the type of service?
It depends on the level of support you require and how you prefer to make investment decisions. We can explain the distinctions and evaluate your financial situation before assessing a proposal.
Who decides whether to buy or sell?
When receiving advisory services, you retain the final decision on whether to accept any recommendation. The execution service allows you to process the purchase or sale orders you choose to execute.
How do I know the cost of the service?
Prior to contracting, you will receive full disclosure regarding service fees and product-related expenses. Any potential third-party commissions will also be explained.
Would you like more information?
Tell us what support you are looking for to make your investment decisions.