Custody of Funds

At Aureus Capital, we prioritise the security of our clients’ investments. While we do not manage funds directly through pooled accounts, we ensure that client assets are safeguarded in accordance with industry standards and regulatory requirements. Here’s how we approach the custody of funds:

– Trusted Custodians

We work with regulated and reputable brokerage and custodial partners who act as custodians for client investments. These partners are selected for their robust security protocols and adherence to stringent regulatory standards, helping provide a high level of protection for client assets.

– Regular Account Statements

Clients receive detailed account statements directly from their chosen broker or custodian. These statements provide a comprehensive overview of account activity and investment performance, ensuring transparency and control over their assets.

– Asset Segregation

Client funds are held separately from the operational funds of the broker or custodian. This segregation is an important safeguard designed to enhance transparency and protect client assets in accordance with applicable regulatory requirements.

– Transparent Communication

We are committed to maintaining open communication regarding our custody arrangements and operational framework. Keeping clients informed about how their assets are held and administered helps foster trust and confidence in our services.

We strive to provide secure and transparent investment solutions tailored to the needs of our clients.

For further information about our custody arrangements or to discuss your specific requirements, please contact Aureus Capital.