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Tanner Investments

Investment Products

International investments

At Tanner Investments our goal is to familiarize with and offer our clients a world of investment alternatives. Through Tanner Stockbroker we deliver specific solutions of international investment according to each investor’s profile. We work through the Pershing LLC Custody.

Our Services:

  • We offer our clients the widest range of investment products, allowing them:
    • Access to numerous markets with greater depth and sophistication.
    • Risk diversification: different markets, currencies and instruments.
    • Access to markets with greater liquidity.
  • We operate with an open architecture model that allows us to define independent investment strategies.
  • Active portfolio management, with ongoing assessment and monitoring of investments.
  • Custody of our clients’ assets is held by PERSHING LLC.
Private Funds Management

In Tanner Investments we have an area created exclusively to take care of high net-worth clients through a Portfolio Management and personalized service.

  • Portfolio Management: We perform the discrete management of your assets to be able to act on time when investment opportunities are identified.
  • Permanent Contact: Closeness with the client and excellence care. We keep a permanent monitoring of the investments.
  • Investment Dynamic Solutions: Tailored recommendations. We structure investment portfolios according profile and specific need of each of them.
  • Analysis and Investment Openness Service: We counsel our clients form a global point of view. We integrate to our analysis the investment of other finances institutions to give you a general analysis and goals of your investments.
  • Tanner’s Team Availability: Our clients can count with our leader’s opinions.
International Equities

They are mainly stocks and Exchange Traded Funds (ETFs) traded on foreign stock exchanges. To invest in these products, the customer must open an investment and a custody account abroad through Tanner Stock Exchange Brokers S.A.

This product is aimed at customers looking for an alternative form of savings or investment with a certain degree of risk.

As in the National equities, share prices are essentially variable and may increase or decrease according to several financial factors, which mainly affect expectations about the growth rate of future profits of the company.

Risk: The interest rate and the risk associated with the operation and / or conditions of the company. In addition, and considering that investments are made in foreign currencies, their value will fluctuate according to the behavior of the parity of the currency in which the instrument is expressed with regard to the Chilean peso.

International Fixed Income

Correspond to private entities’ representative titles of obligations, States or Central Banks, all foreign, issued and sold to the public in order to obtain resources to finance the assets of the issuer. Through these instruments, the issuer acquires the commitment to repay the capital on a specified date and also undertakes an annual interest payment higher than the owed capital.

This product is aimed at customers looking for an alternative form of savings, since profitability is known in advance if you decide to keep the investment until the agreed due or date; or investment,  if you decide to speculate on the price variation of such instruments. To invest in these products the customer must open an investment and a custody account abroad through Tanner Stock Exchange Brokers S.A.

Risk: The risks associated with investing in international fixed income instruments refer to the probability that the issuer of the instrument fails to meet its payment obligations (interests or capital), that is, to go into default; if the client decides to sell the instrument before its expiration date, the selling price (market) may be different from the initial (purchase price) depending on the level at which interest rates are; As being instruments denominated in foreign currencies, their value will fluctuate according to behavior of the parity of the currency issued with regard to the Chilean peso; and there are debt instruments in which the issuer has the right to pay in advance (in pre-established dates and prices) its capital and interests commitments and can impact customer profitability.

Simultaneous Operations

Corresponds to a Purchase or Sale by Term made jointly and indissoluble with a Sale or Cash Purchase, for the same number of shares and in the same instrument.

The product Simultaneous Operations addresses two types of investors: (i) the purchaser by term, corresponding to the customer that advocates to the rise in prices of a certain action and seeks to leverage against the market; (ii) the seller by term, corresponding to those customers who have resources in cash and are willing to finance the purchaser by term during the simultaneous process in return for a fee or premium.

Risk: The risks associated with simultaneous operations are different for the purchaser by term to the seller by term. In the first case, the client is exposed to the risk of changes in share price bought on credit, plus considerable risk for leverage on the amount stated in guarantee and on the instruments given as guarantee. In the second case, the client is exposed to the risk of default by the stockbroker buyer by term.

National Equity

Tanner Stockbrokers offers its customers the service of buying and selling shares traded on domestic Stock Exchanges as well as the payment of dividends, rights and custody service of the same ones. Shares of open corporations correspond to financial instruments representing a part of the capital of a company, which entitle shareholders to receive a share of profits.

Risk: This product is aimed at customers looking for an alternative form of savings or investment with risk. The stock prices are essentially variable and volatile, and may increase or decrease according to several financial factors, which mainly affect expectations about the growth rate of future profits of the company, the interest rate and the risk associated with the operation and / or conditions of the company. The greater the volatility, the greater the probability of losses and / or gains and therefore greater uncertainty and risk.

Loan Operations and Short Shares Selling

Short Selling is the sale of shares traded whose liquidation is carried out with shares obtained on loan.

The actions Loan product targets customers who are willing to make loans of their shares in exchange for a prize or rate. For its part, the Short Sale product is aimed at customers looking for betting on a fall of a certain action, so to make a profit if the share price in question declines.

Risk: The risks associated with the loan of shares correspond to the event that the short seller does not restore the actions within the agreed time, an issue that is mitigated with the granting of guarantees. The Short Seller meanwhile, is exposed to the risk of price change of the short stock sold, which is increased by the possibility to leverage on the amount stated in guarantee and the instruments given in guarantee.

Repurchase Agreements Operations

Correspond to a cash purchase made jointly and simultaneously with a purchase by term, at a fixed or determinable price, on the same debt securities or prices or on the other equivalents.

This product is aimed at customers who want to invest their resources at a fixed rate for a period from one day or obtain cash resources with fixed income instruments owned.

Risk: The risks associated with this product relate to the counterpart that performs the operation, as well as to instruments associated with it.

National Mutual Funds Distribution

Mutual funds are composed of contributions from natural and legal persons for investment in public offer securities and assets permitted by law, that manages a limited company on behalf of and for risk of the participants or contributors.

Investments made by mutual funds are at the risk of the contributor, so that each customer should be informed properly about the fund’s investment policy contained in its internal regulations.

Risk: The risks of operating in Mutual Funds are associated with the underlying fund risks, that is, to specific instruments in which it invests in accordance with its investment policy defined in its Internal Regulation.

Foreign Exchange Operations (Spot and Forward)

Tanner Stockbrokers offers its customers the ability to conduct operations in foreign currencies such as spot sales and forward sales in foreign currency.

The forward operations are contracts where the customer buys or sells a particular foreign currency at a future time, for hedging transactions, as well as for investing or speculation operations. Through the first ones, customers seek to protect from variations in the exchange rate (exporters and importers). Meanwhile, in the forward operations of investment or speculation customers seek to profit from changes in the price of one or more foreign currencies. These latter operations must be carried out by sophisticated investors given its high risk and leverage.

Risk: Risks for both types of operations are different. In the forward hedging transactions the risk is limited. In the forward of investment or speculation the risk is very high considering the leverage that can be obtained in relation to the guarantees provided for that purpose. Before investing in this product, it is necessary to be adequately informed of the risks.

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