Discretionary asset management:The client authorizes Aurator to make investment decisions on their behalf within the terms and limits specified in the agreement. The client receives regular portfolio statements.
Aurator sends a portfolio statement to the client on a regular basis, setting out the development of the client?s own portfolio against the backdrop of overall market trends. Each report includes a survey of the prevailing development on the stock market and of changes in the interest rates, with special reference to those sectors most relevant to the client’s portfolio.
Broking assignments are based on separate trading agreements. Then the client follows the investment market and Aurator carries out the client’s sales and/or purchase assignments.
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