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Investor Qualification: SmartMoneyMatch Guidelines

This answer is for general guidance only. It does not constitute advice.

a)    An investor first has to register and give in his domicile. According to his domicile, he has to confirm – according to the corresponding information – that he is a qualified investor (if this is not the case, he will see only investments that the asset manager stated as possible for public distribution within his domicile)
b)    He has to accept the Terms & Conditions and the Privacy Policy of the Platform.
c)    He has to search actively to get the information for an investment that corresponds to his requirements. Only then will he be able to see investments that:

  1. Fulfill his filter criteria
  2.  Are indicated for distribution according to the asset-manager to the respective domicile of the investor and his qualification (all other investments/services will be filtered out)