# SMA settings

**SMA settings** is the control panel of global configurations for SMA type of investment product.

{% hint style="info" %}
All settings specified in this section will override the specific SMA setting as a rule of the min/max requirement. For example if you specify minimum investment as 1000 USD, then all funds on the platform will be able to set minimum investment as 1000 USD or more.
{% endhint %}

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MDC0XeRhY-HG1xVthAc%2F-MDC0iWtB85m2VEOOjRG%2Fimage.png?alt=media\&token=2e38f505-6eee-4c6e-8aea-066d40828682)

There is a number of settings you can adjust according to your business requirement:

* **Enable SMA module** - disable the module completely and make it invisible for investors. Active allocations will remain active and copying trades without interruption
* **Allow TS Algos** - allow global TradeSocio powered SMA funds&#x20;
* **Minimum investment** - minimum level of investment when starting the allocation
* **Minimum additional deposit** - minimum level of additional deposit&#x20;
* **Minimum risk level per allocation** - minimum % of equity protection
* **Maximum risk level per allocation** - maximum % of equity protection

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MDKcBn0hdAGsivNNPMh%2F-MDKcQarqCVT9Kl2dlGd%2Fimage.png?alt=media\&token=09172046-254d-4e61-a2a6-50f0415137c5)

* **Subscription fee** - one time fee charged at the time of investment
* **Management fee** - annual fee charged the time of investment and then on monthly basis
* **Performance fee** - fee charged monthly in the even of positive performance of the allocation
* **Exit fee charges** - fee charged when investor stops the allocation
* **Fixed fee charges** - fee charged monthly based on active intesting the day count&#x20;
* **Trading charges** - the standard commission profile will be suggested for use when creating a new fund

For more information about fees proceed to **Fees and Charges** article of this manual:

{% content-ref url="../../introduction/fees-and-charges" %}
[fees-and-charges](https://tradesocio-2.gitbook.io/newux-broker-admin/introduction/fees-and-charges)
{% endcontent-ref %}

**Enable multiplier** - enable option to choose copy mode volume multiplier:

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MDKfuhdKg1d7sBPPYY-%2F-MDKg2DAnP0Fwp7mEHxV%2Fimage.png?alt=media\&token=3d8afc6c-3708-4c55-ad07-4ba51028a6b0)

This setting allows investors to decide how much volume they would like to copy from the fund's traded volume. For example if they choose 50%, then they will copy 50% of the standard volume calculated for their equity.

In the following example it is displayed what volume investor will copy with and without multiplier with the different equity ratio scenarios:

| Fund Equity              | Investor Equity | Vol            | Vol with 50% Multiplier |
| ------------------------ | --------------- | -------------- | ----------------------- |
| 10 000 USD, traded 1 lot | 5000 USD        | copied 0.5 lot | copied 0.25 lot         |
| 10 000 USD, traded 1 lot | 10 000 USD      | copied 1 lot   | copied 0.5 lot          |
| 10 000 USD, traded 1 lot | 100 000 USD     | copied 10 lots | copied 5 lot            |

Investors can choose the value on the investing pop-up window prior to starting the allocation:

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MDKiXgZ5LUYZc8Sq7m5%2F-MDKlzWu_w_wENja44-A%2Fimage.png?alt=media\&token=f12b78da-8ef2-4011-84e4-2f25b6377c45)

In order to **Save** any changes in SMA settings, you will be requested to enter one-time-password for additional security reasons. The password will be generated and sent to your email address immediately.

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MDE5H7pAAn_2PJnG6Q1%2F-MDE5UWBiEIuE3Q-8PrQ%2Fimage.png?alt=media\&token=8b1b3757-7e71-4123-bd16-538f9dddfd4a)
