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FLOW AMC – POWERED BY Interactive Brokers

BUILT FOR COMPLIANCE. DESIGNED FOR SCALE.

Flow AMC is our streamlined, actively managed certificate: one note linked to a strategy with Interactive Brokers as execution broker. Focus on portfolio management and benefit from a robust framework for issuance, administration, and lifecycle management. Interactive Brokers acts as a broker, while Chartered Investment provides structuring expertise, regulatory infrastructure, and operational processes.

Get access to different jurisdictions and multiple asset classes — all managed in one Interactive Brokers account.

  • Don't compromise in trading: Direct market access through Interactive Brokers
  • Take a digital journey: from creation to invoicing, no manual glitches
  • Always visible: Continuous quotation of your product during regular trading hours
  • Be transparent: Automated Fact Sheet generation
  • Security first: Issued via audited and segregated SPVs — no traditional issuer balance-sheet credit risk
WHY CHARTERED INVESTMENT

INFRASTRUCTURE THAT TURNS
A STRATEGY INTO AN INVESTABLE PRODUCT

REGULATORY
DEPTH

Institutional-grade infrastructure grounded in regulatory expertise and transparent processes.

DIGITAL BY
DESIGN

A modular digital platform based on our AI operating model.

MULTI-WRAPPER
POTENTIAL

One investment idea can be developed across relevant formats and distribution requirements.

LIFECYCLE
SUPPORT

Support across structuring, issuance, distribution and the product lifecycle.

4 Steps to Setting Up Your Own AMC

From Idea to Tradeable Strategy

  • 01

    Register

    Create an account on the Chartered Investment Digital Platform.

  • 02

    Define your
    strategy

    Specify the underlying asset, structure, and parameters of your AMC strategy.

  • 03

    Issuance and
    ISIN

    Chartered Investment handles structuring, documentation, and account opening.

  • 04

    Go live and
    scale

    Your strategy is now tradable—via Saxo and other distribution channels.

TRUST IN NUMBERS

Europe leading independent
securitization infrastructure

10,000+

Transactions and
index solutions

15+ billion

USD in securitized
assets

200+

Stock exchange
listings

Since 2013:

Experience and
track record

Creating and managing an Actively Managed Certificate involves more than issuing a security. It requires structuring expertise, regulatory infrastructure, operational processes and long-term lifecycle management — Chartered Investment provides all of this.

"Quote by, Interactive Brokers"

Ready to Turn Your
Strategy Into An AMC?

Sign up for fee on the Chartered Investment Digital Platform and launch your first AMC Strategy.

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LinkChartered

Official AMC Partner

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