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CDMA Services

Octagon Managed Account

With a minimum investment of 1M, clients will benefit from the following Managed Account advantages:

CLASSICOMODERNOINNOVATIVO

Prior requirements

In order to subscribe to a CDMA Octagon Managed Account:

  • sign our Asset Management Agreement
  • if you do not yet have an account for trading, CDMA will assist you in opening an account with any of our listed CDMA custodians
  • provide appropriate limited power of administration to CDMA on the account, allowing us to invest on your behalf (CDMA is not authorized to withdraw or to transfer money from client accounts)