I work at an investment bank. Do I need to inform my compliance department or to have pre-approval obtained before investing with Syfe?

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.

Syfe is a Discretionary Investment Manager which means we make full investment decisions on your behalf. If you are subjected to personal account dealing rules, please reach out to us. We can provide a confirmation letter to your employer’s HR or compliance department regarding the discretionary managed nature of our services offered. Please reach out to us at support@syfe.com if you need more guidance.