MAN SOLUTIONS Account Type

MAN Solutions offers a variety of accounts tailored to meet the needs of institutional clients. The primary account types include:

• Discretionary Accounts: These accounts allow MAN Solutions to make investment decisions on behalf of the client, based on the agreed-upon investment objectives and guidelines.
• Non-Discretionary Accounts: Clients retain control over investment decisions, with MAN Solutions providing recommendations that the client can accept or reject.
• Separately Managed Accounts (SMAs): These accounts are tailored to individual client needs, allowing for customized investment strategies while utilizing MAN Solutions' expertise and affiliated managers.
• Pooled Investment Vehicles: Clients can invest in funds managed by MAN Solutions and its affiliates, giving them access to diversified investment strategies.

MAN Solutions Broker Account Opening Process

Opening an account with MAN Solutions involves several steps:

• Determine Investment Goals: Clients should define their investment objectives, risk tolerance, and the desired level of involvement in the investment process.

• Select Account Type: Choose between discretionary or non-discretionary accounts, or consider separately managed accounts or pooled investment vehicles based on investment needs.

• Complete Application: Clients must fill out an application form providing personal and financial information, including:

• Name
• Address
• Social Security Number
• Employment details

• Submit Required Documentation: Additional documentation may be required to comply with regulatory requirements.

• Fund the Account: Clients can fund their accounts through electronic transfers or wire transfers from their bank accounts.

• Investment Strategy Development: Once the account is funded, MAN Solutions will work with clients to develop a customized investment strategy aligned with their objectives.

• Ongoing Monitoring and Adjustment: MAN Solutions will regularly monitor the account and make adjustments as necessary to align with market conditions and client goals.