Zeal Asset Management Account Type

Zeal Asset Management Limited offers various account types tailored to meet the needs of different clients. The firm primarily focuses on managing assets through discretionary accounts. As of the latest data, Zeal Asset Management has approximately $1.04 billion in assets under management (AUM), all of which are managed in discretionary accounts. The firm serves pooled investment vehicles, with a minimum investment commitment of $1,000,000 for non-related persons in their private funds. The firm invests mainly in exchange-traded securities (83% of AUM) and cash equivalents (17% of AUM).

Zeal Asset Management Broker Account Opening Process

To open a brokerage account with Zeal Asset Management, clients must follow a structured process:

• Registration: Clients need to initiate the registration process by providing basic personal details, including name, phone number, and email address.

• Account Type Selection: Clients will choose the type of account they wish to open, which is typically a discretionary account for asset management.

• Document Verification: Clients must verify their identity and address by submitting valid identification documents (e.g., national ID card, drivers license, or passport) and proof of residence (e.g., utility bill or bank statement).

• Bank Account Verification: Clients must also verify their bank account to ensure smooth transactions for deposits and withdrawals.

• Approval Timeframe: Under normal circumstances, the verification requests will be reviewed within 24 business hours.

By completing these steps, clients can successfully open an account with Zeal Asset Management and begin their investment journey.