Please enable JavaScript.
Coggle requires JavaScript to display documents.
Client Understanding - Coggle Diagram
Client Understanding
Tickers in ACR for indication
AdamX for specific data
IMA
ASL
Trade instruction letter
Termination letter
Adam for overview
Discretion
No
COM
Yes
Client PM
Current positions
Pooled funds
Segregate account
LSF QIF
DDG Fund
NAV
MSD
RM
Accounts view
CXD POD and CSO
TeamWorld
Clients Consultant
PMG email adresss