Personalised Discretionary Management

Type of discretionary management in which the investment strategy and the limits are really adapted to each policyholder. Use this name only in this case. When the policyholder selects a standard profile, use Profiled Managed Portfolio.

The mandate holder makes switches periodically or when the markets change. When article L. 132-5-4 of the French Insurance Code does not apply, there is no general minimum frequency: the mandate and the investment method set it.

In the API, the management mode is discretionary-management.

Synonyms:

• Personalised switching mandate