LAUNCH AMCs
WITH SAXO AS YOUR BROKER

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FLOW AMC – POWERED BY SAXO

BUILT FOR COMPLIANCE. DESIGNED FOR SCALE.

Flow AMC is our streamlined, actively managed certificate: one note linked to a strategy with Saxo as execution broker. Focus on portfolio management and benefit from a robust framework for issuance, administration, and lifecycle management. Saxo 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 Saxo account.

  • Don't compromise in trading: Direct market access through Saxo
  • 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

About Saxo

Saxo Bank is a leading provider of multi-asset trading and investment platforms, and a fintech specialist that connects people to investment opportunities in the global capital markets.

Headquartered in Copenhagen, authorised and regulated in multiple jurisdictions, Saxo Bank holds over EUR 133 billion in client assets and employs over 2,300 staff worldwide. Saxo Bank operates in major financial hubs, including London, Singapore, Zurich and Copenhagen.

Today, Saxo Bank A/S is designated as a Systemically Important Financial Institution (SIFI) and has a credit rating of A- from S&P Global Ratings. Saxo Bank A/S is a privately owned company and full or majority owner of all subsidiaries within Saxo. Saxo Holding AG, which is owned by Fournais Holding A/S and Bank J. Safra Sarasin AG, holds 99.04 of the shares in Saxo.

WHY SAXO

  • Banking licence — trade with the security of a SIFI-designated Danish bank (S&P A-), regulated by the Danish FSA with EU-law client-fund protection.
  • 24/6 expert support — a personal relationship manager, plus our Global Sales Team and Prime Service — together with Chartered Investment.
  • Platform walk-through — a guided tour to get the most out of your trading strategies.
  • Securities financing transactions reporting: Saxo provides SFTR-compliant reporting on securities financing transactions, ensuring full transparency and regulatory adherence while reducing your operational and compliance burden.
  • Demo access — open a demo account via our digital sign-up and explore the full platform — simplified or advanced — on any device.
  • One account, all assets — a unified, cross-collateralised account across stocks, bonds, FX, FX options, CFDs, futures, options and more, with real-time position keeping.
  • No Swiss stamp duty — transactions via Saxo through Instifolio are exempt from Swiss stamp duty for more cost-efficient execution.
  • Earn on your cash — interest on uninvested cash, calculated daily and booked monthly.
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

The announcement reflects a broader trend towards modular investment infrastructure, where asset managers increasingly seek flexible operating. Through its introducing broker model, Chartered Investment combines product infrastructure, brokerage connectivity and digital workflows within a single operating environment, enabling investment managers to bring strategies to market more efficiently while retaining flexibility over how they trade and manage assets.

"Quote by, Henrik Alsøe, Global Head of Saxo Institutional, Saxo Bank."

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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