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icebrg

Business arrangement

Clear and transparent operation of the system for all parties to the relationship

How does it work?

User
End client (Client A)
Investment Manager charges end clients for asset management services
Arrows
Execution Only and Discretionary/Advisory asset management (Investment Manager has both licences)
Users
Investment Manager
Investment Manager charges end clients for asset management services
Arrows
Global custody service and execution
Investments
Icebrg Platform
Icebrg on-boards Investment Manager and end clients on its custody platform. Money is placed on segregated individual accounts

Investment Manager and end clientaccounts

EAM account
Investment Manager account
Icebrg opens an account for the Investment Manager to accumulate fees from its end clients. Investment Manager is managing the money of the end clients by using the Icebrg platform
End client account
Individual accounts for the Investment Manager’s end clients
On-going process while Investment Manager performs asset management function and brings in new clients
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