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Managed Account Programme

Managed Account Programme. Overview. The Company. The Market Place. Investment Management. Account Principles. KeerFX Team. Our Partners. Returns. The Company. Formed 2004 Regulated by FSA 2005 Offices in London and Derry Core value is to deliver a risk based approach to FX dealing

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Managed Account Programme

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  1. Managed Account Programme

  2. Overview The Company The Market Place Investment Management Account Principles KeerFX Team Our Partners Returns

  3. The Company • Formed 2004 • Regulated by FSA 2005 • Offices in London and Derry • Core value is to deliver a risk based approach to FX dealing • Experienced Market Professionals • Take advantage of differing market conditions • Offer investors cost effective entry into FX marketplace

  4. Regulated Entity • KeerFX Ltd is bound by its Principles of Business as verified by the FSA • All money managers are regulated and approved by the FSA • All compliance issues are adhered to and monitored by the FSA • Records are kept of all trading activity • The risk management profile has been checked and verified by the FSA • KeerFX Ltd must provide quarterly returns to the FSA • KeerFX Ltd is required to maintain systems and procedures in order for it to meet with the regulatory requirements of the FSA • KeerFX Ltd will only be working with Market Counterparties who are regulated by the FSA • KeerFX Ltd must communicate in a way which is clear, fair and not misleading

  5. The Market Place • $1.5 trillion traded every day • Volatility creates trading opportunities • Low correlation to other asset classes • Now firmly established as an asset class in its own right • Expansive market place with new strategies being formulated • Diversification through KeerFX Money managers • New technology

  6. Account Principles • The account will be a Discretionary Managed Account • KeerFX will trade on Power of Attorney basis • Funds remain in the clients name • Clients will be sent full statements on a monthly basis. • Monies will be held at fully regulated counterparties • There are no transaction charges • Maximum Leverage will be 10:1. • Maximum drawdown level of 28.5% • KeerFX Ltd do not hold or have access to client money.

  7. KeerFX Team • FX professionals • Numerous years experience • Risk Manager • Technical Analysts • All Money Managers fully regulated by FSA • Disciplined trading approach • State of the art systems and technology employed • Emphasis on developing new trading strategies

  8. Our Partners • Fully Regulated partners • Intermediate customers • Power of Attorney trading authority • Clients have full access to account and have direct relationship with Clearing Firm • Man Group PLC • ODL Securities • BGC Partners

  9. Man Group PLC • Origins date back to 1783 • Listed on the London Stock Exchange • Constituent of FTSE 100 Index • Market Capitalisation approximately USD 7.9 billion • Financial Services Company with two core functions • Alternative Asset Management – Man Investments • Brokerage – Man Financial

  10. ODL Securities Ltd • Established in 1994 • Members of the London Stock Exchange • ODL Securities Inc launched in 2004 • Customer Assets approximately USD 1.9 billion • Leading London-based independent derivatives and equity trading house • Offer online trading platform for FX, spot gold, silver, CFD’s, equities and derivatives

  11. ODL Securities Ltd • BGC is named in honour of B. Gerald Cantor, who in 1945 founded Cantor Fitzgerald, a leading financial services firm now focused on institutional services • Listed on the London Stock Exchange • Offices in US, Asia and Europe • Market Capitalisation approximately USD 72 billion

  12. Returns

  13. Returns

  14. Summary • FX Now regarded as an asset class • Low level of correlation with other traditional investment vehicles • Diversification into FX by many financial institutions • KeerFX is a fully regulated entity • Clearing firms are also regulated by FSA • Professional experienced dealers who specialise in FX • Discretionary managed account • Anticipated returns 10 – 20% • Full overview facility at all times • No minimum tie in period

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