Create allocations

TradeSocio NewUX Investor Experience

You can use your funded account to create allocations. Allocation is your actual active investment. You can choose the SMA fund and start new allocation by investing with it.

You can allocate all your funds deposited to the account or a part of it, therefore you can use one account to create multiple allocations to different funds.

Only one allocation can be created to one specific SMA fund at the same time. You can not invest in the same fund twice using the same account.

To create allocation and start investing:

• Pick the fund from the SMA fund list

• Click on Invest in the top right corner of the SMA module

• Choose Amount to allocate

Amount to allocate is the actual sum which you would like to invest in this particular strategy. This amount will be considered as starting balance of the allocation.

Each fund has the set minimum amount to invest with your allocation. You will not be able to invest less than estimated minimum level.

Your charges will be deducted from the balance of the allocation. Your volumes of the copied trades will be calculated based on the current equity of the allocation.

• Set your Risk management if in use

Risk management is the allocation equity protection tool. You can set a % value and your allocation will be automatically stopped out if your equity drops below the estimated level. The value represents the amount of the funds that you are willing to risk. For example if you set your EP as 40% it means that you are willing to risk 40% of your investment. In case you invest 1000 USD, then your allocation will be automatically stopped if the equity drops below 600 USD.

• Review Fund Charges and accept Terms & Conditions

• Click on Power of Attorney to open the document in the separate window.

Your details and the details of the fund manager will be auto-filled. Scroll down to make sure you read and agree to the document. Tick the box to accept and digitally sign the Power of Attorney.

• Click Invest to start your allocation.

• You will receive confirmation once your allocation is started

Now once fund opens new trade, it will be automatically copied to your account. Please note that only newly opened trades will be copied.

You can review your performance and manage your active allocation from Investor report module.