An organised workflow
Discuss how multiple participating accounts can be organised around a manager’s workflow.
Explore multi-account management for professional managers. Discuss allocation methods, account permissions and reporting requirements with our team.
Discuss how multiple participating accounts can be organised around a manager’s workflow.
Review available allocation methods and their suitability before any account is connected.
Clarify authorisation, fees, reporting and withdrawal permissions with each participant.
Start with a conversation about your management setup, intended participants and operational requirements.
Availability is subject to review. Management does not remove market risk, and authorisation should be agreed before participation.
Explore available services, account requirements and the terms for your account.
Trading involves risk. You may lose your invested capital.