Our clients benefit from their custodian banks IT platforms in order to follow their accounts.
True Magma, do not hold directly the assets of the client, this are deposited into the client’s account within the custodian Bank chosen by the investor.
True Magma in this tri party relationship, as attorney having power limited to management, which give us the right to: i) follow up the account ii) purchase, sell and switch securities in order to add value to the portfolio, according to the agreement (discretionary or adviser mandate) signed by our client.