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Client Funds

It is important to note that we do not hold or manage any of our clients' funds directly. Our investment services are provided exclusively through CMC Markets, a reputable FTSE 250 company that has a 35-year track record and regulated by the Financial Conduct Authority (FCA).

 

Your Dedicated Account

 

Clients are required to open and manage their accounts directly with CMC Markets to engage in our investment services. This setup ensures that clients' funds are securely held within a regulated environment and under their complete control.

 

Limited Power of Attorney (LPOA)

 

Under an agreed Limited Power of Attorney (LPOA) arrangement, we execute trades within the client’s CMC Markets account. This arrangement grants us permission to trade on the client’s behalf with the funds remaining securely within their control at all times.

 

Transparent Monitoring

 

Clients can transparently monitor their investment's performance within their dedicated CMC Markets account. This allows clients to track trading activity and the progress of their investment in real-time.

 

Our Commitment to Security

 

We are committed to ensuring the security and transparency of our clients’ investments. By partnering exclusively with CMC Markets and implementing a Limited Power of Attorney (LPOA) structure, we prioritise the safety of their funds while executing strategic trades on their behalf.

For more information on CMC Markets visit their website at www.cmcmarkets.com

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