Client interview, know your customer (KYC), risk tolerance
The first steps towards establishing a relationship between Quantways and the client during which the compliance aspects, as well as the assessment of the risk tolerance level, will be discussed. Once the risk tolerance is defined an investment proposal will be presented to the client.
Client signs Quantways’ management contract
By signing a management contract the client gives Quantways the authority to manage the account in line with the risk profile which has been agreed by the client.
Client signs a Limited Power of Attorney (LPOA)
The LPOA allows Quantways to access the information concerning the client’s account and to give trading instructions to the broker.
Client opens an account with a broker
The client chooses the broker he would like to transact with and undertakes the necessary steps to open an account in his/her name.
Client funds the account
Once the broker’s account is opened, the client instructs his/her bank to transfer the funds to be managed by Quantways.
Quantways starts investing
Once all the above steps have been completed Quantways will start managing the account.