METHODOLOGY / Programme Working Methodology 

INVESTING VIA MANAGED ACCOUNTS

Chelton Wealth offers its clients the possibility of investing via managed accounts. In such way you as a client will open your own segregated brokerage account directly with the Broker. This is an investment account under the form of a Brokerage Trading Account whereas the client is the account holder and as such is the sole owner of the assets deposited in such account. The client is the only one authorised to make deposits and withdrawals from this account. Neither Chelton Wealth nor any of its directors or employees will have access to client’s funds.

The client delegates the management of the investments to us by means of a portfolio management contract, on the basis of objectives that have been previously agreed between the parties.

Unlike investments made in Investment Funds, the accounts managed by Chelton Wealth provides clients with a real-time overview of the evolution of their investments (real-time access to carried out trades on the portfolio, as well as account balances, daily statistics, etc.). Each account will receive their daily and monthly report directly from the Broker. Additionally, you will be able to follow your account performance via an online dashboard provided by the broker where you can follow the performance of your trading account

The Broker acts as the Principal to clients. The Broker’s role is the one of an execution-only broker, executing in the market the orders that Chelton Wealth generates through the selected programmes.

Chelton Wealth trades with the Broker through a Multi-Account Manager module (the “MAM”) for optimal trading account management purposes. This sophisticated technology allows our partners to trade multiple accounts simultaneously on a Trading Platform provided by the Broker.

This way, while trading, Chelton Wealth sends the orders to the Broker through the online trading platforms and within milliseconds those orders are filled at the best interbank available prices.

The Broker works with multiple banking and non-banking pools of liquidity providers. Banking liquidity providers consist of major prime banks such as Goldman Sachs, UBS, Barclays Bank, BNP Paribas, JP Morgan, Deutsche Bank, Nomura, Commerzbank, Bank of America and Citibank.

The liquidity of the investments is absolute and immediate. There is NO redemption blocked period, clients can invest in or divest of the managed account at any time.

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Risk Disclosure: Trading the financial markets on margin carries a high level of risk, and may not be suitable for all investors. Before deciding to open a trading account, you should carefully consider your investment objectives, level of experience, and risk appetite. There is a possibility that you may sustain a loss of some or all of your investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading financial instruments, and seek advice from an independent financial advisor if you have any doubts.

Privacy Policy: We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

Chelton Wealth will not accept any US, Australian or Canadian residents with following exceptions: US: those clients that qualify as an ECP (Eligible Contract Participant); Australia: those clients that are defined as “wholesale clients” under the Corporations Act 2001; Canada: those clients who meet the “Permitted Client” criteria.

Under no circumstances will Chelton Wealth accept any clients from the following restricted jurisdictions: Belarus, Burma (Myanmar), Côte d’Ivoire, DR of Congo, Ethiopia, Iran, Iraq, Japan, Liberia, North Korea, Sierra Leone, Sri Lanka, Sudan, Syria, Yemen and Zimbabwe.

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