Each individual institution has its own personal account dealing policies in order to ensure that its employees conducts are free from conflicts of interests. Typically, discretionary investment accounts are exempted from such restrictions because the Investment Manager has full discretion over the investment decisions. However, if you are unsure on your institution's personal account dealing rules, you should seek guidance from your Compliance department before investing.
If you are subjected to personal account dealing rules, please reach out to us via email at firstname.lastname@example.org. We can provide a confirmation letter to your employer’s HR or compliance department regarding the discretionary managed nature of our services offered.
Please note that all Syfe Wealth portfolios, excluding Syfe Select Custom portfolio, are discretionary in nature. On the other hand, Syfe Trade is non-discretionary in nature.