ManagementType

Account Management Type

  • Name Description
    Advisory The account is managed by partner. Client (beneficial owner of the account) cannot trade on this account but authorized dealers can. However, client will get trade notifications.
    Client The account is managed by the client. (Default).
    Discretionary The account is managed by partner. Client (beneficial owner of the account) cannot trade on this account but authorized dealers can. Client will not receive any trade notifications.
    ExternallyManaged The account is managed externally (not in a saxo bank system). Client cannot trade on the account, but authorized dealers can.
    ModelAdvisory The account is managed by a model, but client has to accept changes to the model.
    ModelManaged The account is managed by a model. Client cannot trade on the account.
    SelfPeriodicInvestment Client can schedule periodic investments on one or multiple Instruments
    TradeAdvisory Advisors can call clients with trade suggestions across products, but trades are accepted by the client.