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Le Privatier

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  Policy and Objectives  
   
   
   
     
     

   
       
         

Management Mandate

 
An asset management mandate, approved by the Swiss Association of Asset Managers, authorizes Le Privatier to give transaction orders to the deposit bank, such as for the purchase and sale of securities within the pre-agreed individual range
of restrictions. The mandate may be terminated by each party at any time upon written notice to the other.

Limited Power of Attorney

Granting a limited power of attorney, the Client authorizes Le Privatier to give transaction orders to the deposit bank, to receive, examine and verify account and deposit statements and all other correspondence in order to confirm their correctness.
Le Privatier has however no authority under the terms of the Limited Power of Attorney to withdraw securities and / or whatever kind, wholly or in part, pledge them for his own or third parties’ accounts or to effect payments with the exception of payments intended for the purchase of securities and other investment instruments or rights. Furthermore, Le Privatier is not authorized to issue, endorse or accept bills of exchange, promissory notes, cheques, assignments or related papers.

Control of the Asset Manager’s Activities

The Swiss Association of Asset Managers (SAAM) reviews the asset manager’s activities periodically, making sure that they fulfil the qualitative and legal regulations.
   
 
 
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