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Chryson Evolution Presentation july 7 14.ppt

Published Aug 21, 2014 in
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Presentation Slides & Transcript

Presentation Slides & Transcript

The intended audience are investment professionals under Article 19 of the Financial Services and Markets act 2000, Financial Promotion Order 2001. This communication is exempt from the general restrictions contained in Section 21 of the Act referring to communications, inducements or invitations to engage in investment activity.This presentation is intended for persons reasonably believed to be professionals falling within Article 19 of the Act.Private investors and scheme members should seek professional advice before making an investment decision.

ContentAbout Chryson About SCMLManagement PersonnelThe Chryson Evolution ProgrammeRisk ManagementKey StatisticsClient SuitabilitySummaryQuestions and Answers

About ChrysonTrading since 2009Based in Glasgow Fully FCA authorised - FCA Ref 491208Offer Managed Strategy, using CFDsAccounts held with Saxo Capital Markets, also FCA authorisedProduct is classed as investment product under the FSCS

About SCMLWholly owned subsidiary of Saxo BankOperated in UK since 2006 as Branch of Saxo Bank FSA authorised Client funds allocated to individual trading accountsClients protected by FSCS to £50,000 (as an investment)Saxo Bank half year report for 2013, client deposits £5BnSaxo Bank Turnover £200M, Net Profit £30M , Total Assets £3.3Bn

ManagementSmall team - Experienced Board and Staff MembersPersonnel have over 80 Years experience in investment sector Management and staff CISI qualified – to appropriate FCA requirementsBoard Experience covering investment, legal and marketing sectorsView profiles at http://www.chryson.co.uk/chryson/key-personnel.aspx

Chryson ProductRegulated ProductDiscretionary managed account: transparent trading Agreed Mandate: FTSE 100 stocks, Dax Index & FTSE IndexSelected using market cap, beta and sectorCFD have no Stamp Duty (currently 0.5% in UK)CFD allow use of leverage and ability to shortRegular reporting: 24/7 access to account and monthly reportCFDs mirror the movement of the underlying equities

Risk ManagementRestricted leverage to maximum 5 times at the open and close of each day Price movements monitored live throughout the dayStop loss and trailing stops used as appropriate to individual tradePositions selected using technical and fundamental analysisTarget universe FTSE 100, Dax Index and FTSE IndexMinimum Market cap of £3BnBeta within a range of 0.7-1.4Target timescale stocks – short termTarget timescale Index trades – intra day

Chryson: Evolved Strategy Technical and Fundamental AnalysisPredictive modelling: analysis price channels: RSI Trend identification: moving average price, support and resistanceReal time market data: analyst reports and consensusUse of leverage: optimise capital employedReal time monitoring : flexibility

Chryson: Key Statistics- Q2 2014 April + 4.80% 66.6% trades closed at profit May + 0.82% 57.1% trades closed at profitJune + 3.28% 66.6% trades closed at profit

Client SuitabilityOnly available for clients looking for a high risk investmentCan accept SIPP/SSAS/OPS/QROPSShould form part of a balanced portfolioFinancial Suitability - Chryson review clients proposed investment amount against their overall net assets Normally accept a maximum of 25% of a clients assets (excluding residential property) into this investmentGeneral Suitability Review - Age, Income, Attitude to Risk, Experience

SummaryManaged account: no tie in period but 12 months recommendedClients can cancel POA at anytime CFD instruments – no stamp duty, allow shortingMinimum investment £10,000* (*subject to increase)Funds held at third party custodian through Saxo Capital Markets Ltd Leverage Max 5 x at openBrokerage 0.2% on each trade: entry and exit 24/7 Access to personal trading accountsMonthly reporting

Any Questions

Important InformationThe intended audience are investment professionals under Article 19 of the Financial Services and Markets act 2000, Financial Promotion Order 2001. This communication is exempt from the general restrictions contained in Section 21 of the Act referring to communications, inducements or invitations to engage in investment activity.This presentation is intended for persons reasonably believed to be professionals falling within Article 19 of the Act.Private investors and scheme members should seek professional advice before making an investment decision.The information provided in this document and any appendix is confidential and should only be used for the purposes requested.Except where stated as otherwise, the source of all information is Chryson as at 27 September 2012.Any future returns and opinions expressed are based on the internal forecasts of Chryson and should not be reliedupon as indicating any guarantee of return from an investment managed by Chryson. No part of this document isintended to constitute advice or recommendations of any nature.Where performance has been illustrated it is not intended to be a guide to the future. Information sourced from Chryson. The value of an investment in the fund/program can go down as well as up and can fluctuate in response to changes in exchange rates. Past performance is not a guide to the future.Full terms and conditions of the Chryson products and services are available on request.