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Policy for Investment decision transmission

Policy for Investment decision transmission

In the scope of portfolio management, all investment decisions adopted by Golden Assets will preferably be carried out by their associate company Golden Broker – Sociedade Corretora, S.A., which is obliged to the fulfilment of a policy for order transmission and execution that assures order execution of every client in the best conditions.

Furthermore, Golden Assets may transmit such investment decisions to other national or foreign financial intermediaries and institutions, whenever it might be necessary to the correct execution of operations for the clients’ portfolios. In such cases, Golden Assets will also endeavour to obtain from those intermediaries the fulfilment of an order execution policy that aims to achieve the best execution conditions; in any case, whenever orders over securities or instruments are negotiated in such regulated markets, either Golden Broker – Sociedade Corretora, S.A. or other intermediaries may execute orders in regulated markets, in multilateral negotiation system or by means of a mechanism for the systematic order internalization.

Golden Assets evaluates periodically its policy for investment decision transmission and communicates to the clients the changes which might be adopted.