The offer of Mandated Management of a Third Party's Securities Portfolio is a prestigious individual financial service addressed to those Clients who seek possibilities of effective management of their assets. As part of the Asset Management Service (minimum asset value is PLN 1 mln) there are three standard investment portfolios offered, based on which the Client may create his own investment strategy adjusted to his individual preferences regarding the degree of acceptable risk, expected return rate, and the objective and investment time horizon.
The mandated management of securities is performed on the basis of Regulations of Mandated Management of a Third Party's Securities Portfolio and a relevant Agreement concluded between Millennium TFT and the Client. The Agreement specifies the management rules: types of investments made, available financial instruments and the way in which the Client is informed about the status of his assets as well as the scope of representation for the investment advisors.
Standard portfolios
Share portfolio
Balanced portfolio
Bond portfolio
Individual portfolios