Portfolio Manager and PM Strategy Provider. 2.1 A Client shall be eligible to become a Portfolio Manager and use the Portfolio Management platform provided by the Company provided that he/she meets any applicable requirements required from time to time by the Company.
2.2 Subject to clauses 1.2 and 2.1 above herein, Client becomes a Portfolio Manager when creating his/her first Fund and Client becomes a PM Strategy Provider when creating his/her first PM Strategy. In order to create, manage and maintain a Fund and/or a PM Strategy the Portfolio Manager and/or PM Strategy Provider should:
A. Choose a name for the Fund and/or PM Strategy;
B. Describe the Fund and/or PM Strategy;
C. Choose a Portfolio Management Product from the options provided by the Company from time to time;
D. Set the minimum PM Investment to the Fund and/or the PM Strategy;
E. Choose the leverage for the Fund and/or the PM Strategy from the options provided by the Company from time to time;
F. Set the Performance Fee type and size from the options provided by the Company from time to time;
G. Provide any other information required by the Company from time to time.
H. Meet any requirement required by the Company from time to time such as without limitation in relation to minimum and/or maximum size of PMInvestments, the Portfolio Management Products and Portfolio Manager's trading reliability level as these requirements shall be notified from time to time by the Company and/or as these can be found in the Portfolio Manager’s Personal Area and/or the Website and/or any other document and/or policy that might be provided by the Company from time to time.
2.3 To invite a PM Investor to invest in a Fund and/or PM Strategy, the Portfolio Manager or PM Strategy Provider should share a Fund and/or PM Strategy link to or code for the Fund and/or the PM Strategy. Funds are not made publicly available, and only individuals and/or legal entities who have received a link to or code for the Fund will be able to invest. After the Client decides to invest in a Fund and/or in a PM Strategy he/she should sign any required documentation by the Company and send a request to invest in the Fund and/or in the PM Strategy. The Portfolio Manager or the PM Strategy Provider is allowed to accept or reject requests to invest in a Fund and/or in a PM Strategy. After the request is accepted by the Portfolio Manager or the PM Strategy Provider, the Client has the opportunity to make PM Investment/s in this Fund and/or in his PM Strategy.
2.4 Portfolio Manager ...
Portfolio Manager and PM Strategy Provider. A Client shall be eligible to become a Portfolio Manager or PM Strategy Provider and use the Portfolio Management platform provided by the Company provided that he/she meets any applicable requirements required from time to time by the Company.
