Your investment funds are placed in a managed account at an FSA regulated broker. A managed account is a trading account which contains a portfolio of securities that you directly own, but are chosen and traded by a professional (us) on your behalf.

The Benefits of a managed account are

• only the owner of the account can deposit and withdraw investment funds at any time
• the owner has real time access to their account and can view all trading activity taking place therein
• the owner can close the account at the end of any trading week
• the owner can revoke the right of the investment manager to trade the account
• the investment manager appointed to the managed account can only apply the agreed trading strategy to funds in the account
• funds in the account are held on a segregated basis. This protects your funds in the event the appointed brokers become insolvent.

Our relationship with you is guided by a code of conduct which includes transparency, fairness and a high level of integrity. We believe that managed accounts are the best way to ensure that you are able to see how we manage and protect your money at all times.