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.

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