top of page

Pre-contract presentation – Business Plan and Transparency

Before any management contract is signed, LF Capital Holding Group makes it a point of honor to provide each client with a complete and personalized business plan, so that they fully understand the investment strategy, the return objectives, the associated risks and the overall direction their capital will take.

This preliminary document, prepared by the trader and their analysis team, is a crucial step in building transparency and trust between the manager and the investor. It allows the client to understand the strategic rationale applied to their portfolio, the targeted assets, and the economic forecasts that will guide the monthly capital management.

Business plan objective

The business plan aims to clearly present the vision and portfolio management methodology before the contract begins. It includes, in particular:

• A general economic analysis (global trends, interest rates, inflation,

geopolitics);

• The target markets (commodities, indices, currencies, stocks, etc.);

• Monthly and annual performance targets (on average between 3% and 7%);

• Risk strategy (maximum tolerated loss, hedging plan, position management)

• A 12-month projection illustrating the potential evolution of the capital;

• And a monthly action plan outlining the main directions according to market conditions.

Communication and validation of the plan

Once the business plan is finalized, it is presented to the client for approval before the contract is signed. No capital management begins without the client's explicit agreement on the following: the chosen strategy, projected returns, preferred markets, and monthly communication methods. This step ensures complete transparency and allows the client to have a clear understanding of how their capital will be managed.

Trader's Commitment

The Trader agrees to adhere to the business plan approved by the client, except in exceptional market conditions. Should a change in strategy become necessary (economic crisis, trend reversal, war, currency instability, etc.), the Trader

will immediately inform the client with an explanation, readjustment and update of the plan.

Benefits for the customer

Establishing a business plan before signing the contract allows the client to know in which direction their capital will be invested, to understand the return objectives and possible monthly variations, to visualize the medium and long-term growth potential, and to invest with confidence, with a clear and measured vision.

Conclusion

The business plan submitted before the management contract is signed is not simply an informational document: it represents a moral and professional commitment from the trader to their client. It demonstrates LF Capital Holding Group's commitment to establishing a lasting relationship of trust, based on transparency, financial discipline, and capital protection.

Before you manage your money, we show you the direction it will take.

bottom of page