01
A client-owned account
Each client is intended to hold their own individually segregated account. Assets would remain owned by the client throughout.
Intended operating model
How Quantari is intended to work.
This describes the operating model we are building towards. It is not a description of a live service. Availability depends on completing regulatory and contractual requirements, and nothing here is currently offered.
The intended model
02
A regulated bank, broker or custodian
Accounts are intended to be held with appropriately regulated banking and brokerage or custody partners, not with Quantari.
03
A limited portfolio-management mandate
Clients would grant a limited discretionary mandate allowing Quantari's systematic strategies to manage the account within agreed parameters.
04
Quantari does not hold client assets
Quantari is not intended to receive or hold client investment capital in its own accounts. Custody would sit with the regulated partner.
Important notice
Quantari is developing this model and is not yet licensed to provide regulated portfolio-management services. No account applications, mandates, deposits or investments are currently accepted. Partner relationships referenced here are intended arrangements only and are not confirmed.
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