Power of attorney

TradeSocio NewUX - Broker Admin manual

Power of attorney is the standard practice document used to legitimate the relationship between investor and the provider of separately managed account (SMA) type of investment product.

The document is reviewed and digitally signed by investor prior to starting the allocation.

In Power of attorney settings page you can:

• review the currently used template

• edit the document according to your business requirement

• disable the Power of attorney functionality

You can create content separately for each language package enabled on your platform. The user will see the document according to the language he selects while using the platform.

Click on Select language drop-down menu to choose the language you would like to edit. Click Edit to enter the editor page.

You can choose to:

• Template - manually create the template of agreement

• Upload - upload and use the ready document