Asset managers

MAGUAR CAPITAL GMBH & CO. KG BROKERS

Market access that respects mandates, classification and records.

Asset managers need service scope, execution context and custody coordination that can be explained against mandate limits, client classification and internal controls.

Client governance gridLive review
MandateGovernanceReporting

Manager brief

Mandate fit before execution.

01Mandate

Confirm the requested asset or instrument fits the manager's authority.

02Classification

Review client category, product eligibility and jurisdictional constraints.

03Records

Keep execution, custody and suitability materials available for oversight.

04Changes

Reassess access if mandate, law, liquidity or market conditions change.

Operating model

Designed for documented, risk-reviewed access.

The relationship is structured around clear scope, documented eligibility and a practical understanding of market, custody and operational risks.

01

Mandate alignment

Review eligible instruments, risk budget and client disclosure boundaries before access.

02

Execution records

Maintain post-trade and market context materials for oversight.

03

Custody workflow

Coordinate controls that fit the manager's governance and reconciliation process.

04

Derivative caution

FX, CFD and derivative access requires suitability, legal and leverage review.

Process discipline

How the work is controlled.

  1. 01

    Review mandate

    Understand eligible assets, constraints and decision authority.

  2. 02

    Classify client base

    Consider whether the manager's client classification supports the requested activity.

  3. 03

    Plan reporting

    Agree on records, confirmations and review cadence.

  4. 04

    Review changes

    Revisit service scope as market, legal or mandate conditions change.

Risk notice

Eligibility, legal permissibility and risk review come before access.

Digital assets, custody arrangements, yield activity, forex, CFDs, derivatives and leveraged instruments involve substantial risk, including volatility, liquidity limits, cybersecurity incidents, counterparty failure and regulatory change. Services are subject to eligibility, documentation, client classification, legal permissibility, product availability and risk review. No return, product access or outcome is promised.