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Managing your SaxoSelect Investment For more information contact: DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000 Email: [email protected] | Web Site: www.saxobank.ae Saxo Bank A/S Headquarters | Philip Heymans Allé 15 | DK - 2900 Hellerup, Denmark Phone: +45 3977 4000 | Fax: +45 3977 4200

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Page 1: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

Managing your SaxoSelect Investment

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For more information contact: DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000Email: [email protected] | Web Site: www.saxobank.ae

Saxo Bank A/S Headquarters | Philip Heymans Allé 15 | DK - 2900 Hellerup, DenmarkPhone: +45 3977 4000 | Fax: +45 3977 4200

Page 2: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

Managing your SaxoSelect Investment Open account today > Try free demo first >

Saxo Bank AS | DENMARK: +45 39 77 63 80 | DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000 | Email: [email protected] | Web Site: www.saxobank.ae

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Get started with Trading Strategies Getting access to this premium service is done through four simple steps:

Assess strategies Take the MiFID Suitability Test

Set investment size & shield

Monitor your investment

The Managing your SaxoSelect Investment Guide will go through step 4. For more information on the first 3 steps required to get started with the SaxoSelect service click here: Getting Started with SaxoSelect Guide >

Page 3: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

Managing your SaxoSelect Investment Open account today > Try free demo first >

Saxo Bank AS | DENMARK: +45 39 77 63 80 | DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000 | Email: [email protected] | Web Site: www.saxobank.ae

Watch video instead

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Additional informationMonitoring portfolio performance Managing your investmentMonitoring portfolio performance

Once you have allocated funds to the SaxoSelect strategies, you can review your investments in the “Portfolios” section of the platform.

This section provides a convenient overview of the status of your investments, including the overall return, account value and investment shield levels for each individual strategy. Every new strategy appears in this section and can be managed individually at the client’s discretion.

Now we will review the way in which you can monitor and control your investments in SaxoSelect.

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Page 4: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

Managing your SaxoSelect Investment Open account today > Try free demo first >

Saxo Bank AS | DENMARK: +45 39 77 63 80 | DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000 | Email: [email protected] | Web Site: www.saxobank.ae

Watch video instead

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Additional informationMonitoring portfolio performance Managing your investmentMonitoring portfolio performance

Historic performance on individual accounts can also be tracked in the “Account Overview” menu under the “ACCOUNT” tab.

This section offers a detailed summary of changes in account value and percentage return on each subaccount, allowing users to monitor the performance on their investment over time.

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Page 5: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

Managing your SaxoSelect Investment Open account today > Try free demo first >

Saxo Bank AS | DENMARK: +45 39 77 63 80 | DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000 | Email: [email protected] | Web Site: www.saxobank.ae

Watch video instead

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Additional informationMonitoring portfolio performance Managing your investmentManaging your investment

If you wish to change the amount invested in a particular strategy, click on the “Manage” button to summon the Manage Investment window. Here you can both increase or reduce the amount invested in a particular strategy or edit the value of the Investment Shield.

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Page 6: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

Managing your SaxoSelect Investment Open account today > Try free demo first >

Saxo Bank AS | DENMARK: +45 39 77 63 80 | DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000 | Email: [email protected] | Web Site: www.saxobank.ae

Watch video instead

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Additional informationMonitoring portfolio performance Managing your investmentManaging your investment

Here you can both increase or reduce the amount invested in a particular strategy or edit the value of the Investment Shield.

It should be noted that both deposits and withdrawals in an active strategy result in a portfolio rebalancing and additional trade executions.

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Page 7: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

Managing your SaxoSelect Investment Open account today > Try free demo first >

Saxo Bank AS | DENMARK: +45 39 77 63 80 | DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000 | Email: [email protected] | Web Site: www.saxobank.ae

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Additional informationMonitoring portfolio performance Managing your investmentManaging your investment

You can select the target subaccount where the funds will be withdrawn or deposited in the “Account” field. If the currency of the target account differs from the currency of the strategy a conversion will take place.

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Page 8: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

Managing your SaxoSelect Investment Open account today > Try free demo first >

Saxo Bank AS | DENMARK: +45 39 77 63 80 | DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000 | Email: [email protected] | Web Site: www.saxobank.ae

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Additional informationMonitoring portfolio performance Managing your investmentManaging your investment

It should be noted that the value is unique for each individual strategy and does not affect investments on other subaccounts.

6 The value of the Investment Shield can be amended at any time.

In the event that the account value reaches the level of the investment shield, the link to the strategy is broken and all positions are closed at market. This function is essentially designed as an additional risk management measure allowing each investor to limit their potential loss.

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Page 9: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

Managing your SaxoSelect Investment Open account today > Try free demo first >

Saxo Bank AS | DENMARK: +45 39 77 63 80 | DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000 | Email: [email protected] | Web Site: www.saxobank.ae

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Additional informationMonitoring portfolio performance Managing your investmentManaging your investment

Clients have complete control over their SaxoSelect investment at all times. If you wish to discontinue an investment, click on the “Stop” button. Once you have confirmed that you wish to stop the investment and close all positions, the link to the strategy will be broken and you will be able to withdraw funds to your main account.

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These functions offer clients an unprecedented degree of freedom over their investments. As a result, each SaxoSelect investor has complete discretion over the timing, size and allocation of their investments across strategies depending on their personal requirements and preferences.

Page 10: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

Managing your SaxoSelect Investment Open account today > Try free demo first >

Saxo Bank AS | DENMARK: +45 39 77 63 80 | DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000 | Email: [email protected] | Web Site: www.saxobank.ae

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Additional informationMonitoring portfolio performance Managing your investment Additional information

Saxo Bank Educational Ma terial Saxo Bank offers a collection of educational material to help you get started and develop as a trader. Choose the material which is suitable for your learning style.

Academy

Protection of Clients Funds

Read more on TradingFloor.com

EventsVideo materialReading material

Page 11: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

Managing your SaxoSelect Investment Open account today > Try free demo first >

Saxo Bank AS | DENMARK: +45 39 77 63 80 | DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000 | Email: [email protected] | Web Site: www.saxobank.ae

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Additional informationMonitoring portfolio performance Managing your investment Additional information

Are you looking for more products? Speed. Execution. Range of instruments.

Forex180+ crosses

Stocks19,000+ Instruments

Futures200 contracts

FX Options45 crosses

Stock Options200 Options

Bonds6,000+ instruments

CFDs9,000+ contracts

ETFs/ETCs2,500+ Instruments

Contract Options70 contracts

Page 12: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

Managing your SaxoSelect Investment Open account today > Try free demo first >

Saxo Bank AS | DENMARK: +45 39 77 63 80 | DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000 | Email: [email protected] | Web Site: www.saxobank.ae

Watch video instead

PAGE 43

Additional informationMonitoring portfolio performance Managing your investment Additional information

Please note that the margin rates and trading conditions are subject to changes. For the accurate rates always consult www.saxobank.com

Page 13: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

Managing your SaxoSelect Investment Open account today > Try free demo first >

Saxo Bank AS | DENMARK: +45 39 77 63 80 | DUBAI: +971 (0) 4 381 6000 | ABU DHABI: +971 (0)2 408 8000 | Email: [email protected] | Web Site: www.saxobank.ae

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PAGE 43

Additional informationMonitoring portfolio performance Managing your investment Additional information

Please note that the margin rates and trading conditions are subject to changes. For the accurate rates always consult www.saxobank.com

PRODUCT RISK: Accordingly to Executive Order on Risk Categorisation of Investment Products, Financial undertakings in Denmark are required to categorise investment products, offered to retail clients, in green, yellow or red category. The categorisation is made according to a graduation made by the Danish Financial Supervisory Authority which reflects the risk of losing the deposit. The table shows products available for trade in the Saxo Bank Group via the trading platform or by telephone.

GENERAL DISCLAIMER: None of the information contained herein constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. This material is produced for marketing and/or informational purposes only and Saxo Bank A/S and its owners, subsidiaries and affiliates whether acting directly or through branch offices (“Saxo Bank”) make no representation or warranty, and assume no liability, for the accuracy or completeness of the information provided herein. In providing this material Saxo Bank has not taken into account any particular recipient’s investment objectives, special investment goals, financial situation, and specific needs and demands and nothing herein is intended as a recommendation for any recipient to invest or divest in a particular manner and Saxo Bank assumes no liability for any recipient sustaining a loss from trading in accordance with a perceived recommendation. All investments entail a risk and may result in both profits and losses. In particular investments in leveraged products, such as but not limited to foreign exchange, derivates and commodities can be very speculative and profits and losses may fluctuate both violently and rapidly. Speculative trading is not suitable for all investors and all recipients should carefully consider their financial situation and consult financial advisor(s) in order to understand the risks involved and ensure the suitability of their situation prior to making any investment, divestment or entering into any transaction. Any mentioning herein, if any, of any risk may not be, and should not be considered to be, neither a comprehensive disclosure or risks nor a comprehensive description such risks. Any expression of opinion may be personal to the author and may not reflect the opinion of Saxo Bank and all expressions of opinion are subject to change without notice (neither prior nor subsequent). This disclaimer is subject to Saxo Bank’s Full Disclaimer available at www. saxobank.com/disclaimer.

Page 14: Managing your SaxoSelect Investment - Amazon S3€¦ · level of the investment shield, the link to the strategy is broken and all positions are closed at ... an additional risk management

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SAXOSELECT DISCLAIMER

Saxo Bank A/S (hereafter “Saxo Bank”) makes no representation or warranty as to the actual performance of the trades executed on behalf of the investor through SaxoSelect. Saxo Bank automatically executes trades on behalf of the investor which corresponds to the trades carried out in respect of a strategy. Some strategies operate with leverage due to the use of margin products and a high degree of discretion and exposures towards single securities and asset classes, and SaxoSelect may therefore entail significant risks. The in-built investment shield is designed to limit potential losses, but it is not a guarantee that the investor can only lose the pre-defined amount specified by the investor. The investment shield applies only for margin products and not cash products, such as stocks, bonds and ETFs.

All investments entail risks and may result in both profits and losses. In particular, investments in leveraged products, such as, but not limited to foreign exchange, derivatives and commodities can be very speculative and profits and losses may fluctuate both violently and rapidly. Speculative trading is not suitable for all investors and all recipients should carefully consider their financial situation and consult financial advisor(s) in order to understand the risks involved and ensure the suitability of their situation prior to making any investment, divestment or entering into any transaction.

Past performance is not a guide to future performance and should not be the sole factor of consideration when selecting an Investment Portfolio or an ETF. The price of the investments may go up or down and the investor may not get back the amount invested. Your income is not fixed and may fluctuate. The value of investments involving exposure to foreign currencies can be affected by exchange rate movements. You are reminded that the levels and bases of, and reliefs from, taxation can change.

Saxo Bank shall not be liable for (i) any loss which the investor may suffer as a consequence of the trading and transactions undertaken by Saxo Bank in accordance with the power of attorney and terms and conditions of SaxoSelect (the “Terms”); (ii) any loss suffered or incurred by the investor as a result of or in connection with Saxo Bank’s provision of SaxoSelect under the Terms, unless and to the extent that such loss is suffered or incurred as a result of Saxo Bank’s gross negligence or willful misconduct; (iii) any loss due to actions taken by Saxo Bank according to its rights under the Terms; (iv) any consequential or other indirect loss (including loss of profit and loss of goodwill) suffered or incurred by the investor whether arising from Saxo Bank’s negligence or otherwise; or (v) any loss exceeding Saxo Bank’s revenue on the investment account(s) of the investor for any 12 month period prior to the investor’s raising of a claim against Saxo Bank.

- This disclaimer is subject to Saxo Bank’s Full Disclaimer available at www.saxobank.com/disclaimer and the full risk warning at www.tradingfloor.com/about/risk-warning.

Saxo Bank AS | DENMARK: +45 39 77 63 80  |  DUBAI: +971 (0) 4 381 6000   |  ABU DHABI: +971 (0)2 408 8000 | Email: [email protected] | Web Site: www.saxobank.ae