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Whisky Investment / How to Invest
Looking to begin your journey in whisky? Great. The first step involves arranging a consultation call with a portfolio manager. You can do that by clicking here. Your portfolio manager will speak to you regarding whisky investments, get to know your personal situation, answer any questions you may have and talk you through the different investment options that may suit your criteria.
Once your portfolio manager has taken time to understand your needs and goals, they will then send you an investment proposal containing a choice of investment options based on your requirements. Your portfolio manager will call you once you have received your proposal to answer any questions you may have.
The investment proposal will contain all details regarding which casks you are purchasing in which volume, the year of the casks, the bonded warehouse they’re stored in and the insurance and warehousing details. Once you have confirmed you are happy with the proposal your portfolio manager will send you a online document for you to sign and will request various anti money laundering documents off you for legal purposes. These usually include a form of photographic ID and a bank statement or utility bill dated within 3 months.
Once the agreement is signed and the relevant documentation is sent back to us we will issue payment details for you to make payment. This can be done by debit or credit card or via bank transfer.
Once your payment has been confirmed we will allocate your whisky casks to your account, send you your certifictes of ownership and post you a special London Cask Traders welcome pack to your door. Your portfolio manager will be available for any questions you may have through the duration of your investment and will be happy to assist you with the exit of your investment when you wish to sell.
If you’re looking to learn about…
then this complimentary brochure will be perfect for you!
