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Asset management
Updated over a year ago

EXANTE provides an opportunity for both authorized and unauthorized traders to trade on the accounts of their clients.

Who is an authorized trader?

Licensed Asset Management Firm

Unlicensed Asset Manager / Individual

Overview

A company that is regulated, licensed, authorized to manage underlying client's money in their investment accounts.

Licensed Asset Management Firm can manage unlimited number of accounts.

Person with knowledge and experience in financial markets) but does not hold a license or holds a license which does not regulate full asset management.

An Individual or a Company without a specific license/authorization can manage up to 10 accounts.

Example

An Asset Management Firm authorized and regulated by the FCA in the UK.

An Individual offering advisory services to “Friends and Family”, or a Company with no relevant certification or a certification to act as an investment adviser or similar services (example: BVI, Panama).

Want to learn more? Feel free to contact your account manager!

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