Depending on your individual situation, you might need to provide your employer with a certificate of discretionary management when signing up for an investment account.
In order to help you comply with this duty, we can produce a document which certifies that:
- Your Exo account is managed on a fully discretionary basis by our company, on your behalf;
- You cannot influence investment decisions regarding any specific asset and have no control over the issue of explicit trading orders;
- Exo Investing does not provide non-discretionary investment management services.
This certificate is available on request so please get in touch with our team to receive your personal copy.