Question 1

Can I have both an Asset Management and Trading account

Accepted Answer

Yes; we can manage a portion of your wealth through our Matrix strategy leaving you free to make your own investment decisions on your Trading Account.

Question 2

Are there restrictions for Funding and Withdrawals?

Accepted Answer

You can only make 1st party payments i.e. funds must be sent from an account in your name; the same is true in reverse.

Question 3

If I opt for an Asset Management account is it part of a fund?

Accepted Answer

Typically we offer individual account management, where you are free to customise your portfolio through individual instrument, Sector, Industry and / or Region restrictions.  You may also specify your prefered FX hedge ratio's.   Depending on the size of the investment a fund structure is possible.

Question 4

Is there a minimun investment amount?

Accepted Answer

Yes - typically we do not accept portfolios smaller than 250,000 CHF; however depending on your personal circumstances we would always encourage discussion

Question 5

Who is my custodian?

Accepted Answer

We offer a choice of custodians, presently either Saxo Bank (Swtzerland) Ltd or Corner Bank AG.  However, depending upon your personal circumstances and trading requirements we can work with you to facilitate alternative venues.

Question 6

Why do I need to sign a Limited Power of Attorney (LPoA) with PVM

Accepted Answer

In order to be incorporated within PVMs structure it is necessary to sign an LPoA; this enables us to provide our services at your discretion

Question 7

What about Counterparty Risk?

Accepted Answer

Saxo Bank (Switzerland) Ltd and Corner Bank AG are regulated by FINMA and a member of the CHF 100,000 cash deposit guarantee.  Both offer tier 1 capital ratios with Corner Bank AG being one of the highest in Swtzerland   www.esisuisse.ch

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Pure Value Metrics AG