The client entrusts Palomar Asset Management with the management of his/her assets within predefined investment principles. The assets are kept in safe custody at the chosen bank. Upon request, the client may receive electronic access to his/her portfolio. The Asset Management Mandate is restricted such that Palomar Asset Management may not move assets on its own authority. The mandate may be cancelled unilaterally at any time.
Types of mandates
Our investment services are based on keeping the safe custody of securities separate from asset management. All securities are deposited in the client’s name at a custodian bank of his/her choice. Palomar Asset Management enjoys long-standing cooperation arrangements with a small number of carefully selected banks, thus making it possible to keep down administrative costs.
Asset Management Mandate
Investment Advisory Mandate
The client entrusts Palomar Asset Management with an advisory mandate, thereby maintaining the power of decision on all investments.
The client's assets are kept in safe custody at the chosen bank. Upon request, the client may receive electronic access to his/her portfolio. With the Investment Advisory Mandate, investment principles are defined and the nature of the investments is determined together with time parameters. In addition, notice will be given of due dates and securities-administration transactions (optional dividends, etc.). The client is kept informed by Palomar Asset Management regarding current market developments.
The client's assets are kept in safe custody at the chosen bank. Upon request, the client may receive electronic access to his/her portfolio. With the Investment Advisory Mandate, investment principles are defined and the nature of the investments is determined together with time parameters. In addition, notice will be given of due dates and securities-administration transactions (optional dividends, etc.). The client is kept informed by Palomar Asset Management regarding current market developments.
Special mandates
Special mandates cover, amongst other things, supervision and checking of externally managed accounts/safe deposits, portfolio analysis and structure, and manager selection.
Contractual regulation
