Who is my custodian?
Your account will be opened directly with Saxo Bank Switzerland AG
What about Counterparty Risk?
Saxo Bank Switzerland is regulated by FINMA and a member of the CHF 100,000 cash deposit guarantee.
Why do I need to sign a Limited Power of Attorney (LPoA) with PVM
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
If I opt for an Asset Management account is it part of a fund?
No; we offer individual account management. 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.
Is there a minimun investment amount?
Yes - typically we do not accept portfolios smaller than 250,000 CHF; however depending on your personal circumstances we would always encourage discussion
Can I have both an Asset Management and Trading account
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.
Are there restrictions for Funding and Withdrawals?
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.