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Managed Account Programme

KeerFX Ltd, established in 2004 and regulated by the FSA, offers a Discretionary Managed Account Programme allowing clients to access the Foreign Exchange (FX) marketplace. With offices in London and Derry, our team of experienced market professionals leverage volatility to present cost-effective investment opportunities. Funds remain in clients' names, ensuring security and transparency, with monthly statements provided. Anticipated returns are between 10-20%, diversifying clients’ portfolios. Engage with regulated partners for optimal trading strategies and risk management.

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Managed Account Programme

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  1. Managed Account Programme

  2. Overview The Company The Market Place Investment Management Account Principles KeerFX Team Our Partners Returns

  3. The Company • Formed 2004 • Regulated by FSA 2005 • Offices in London and Derry • Core value is to deliver a risk based approach to FX dealing • Experienced Market Professionals • Take advantage of differing market conditions • Offer investors cost effective entry into FX marketplace

  4. Regulated Entity • KeerFX Ltd is bound by its Principles of Business as verified by the FSA • All money managers are regulated and approved by the FSA • All compliance issues are adhered to and monitored by the FSA • Records are kept of all trading activity • The risk management profile has been checked and verified by the FSA • KeerFX Ltd must provide quarterly returns to the FSA • KeerFX Ltd is required to maintain systems and procedures in order for it to meet with the regulatory requirements of the FSA • KeerFX Ltd will only be working with Market Counterparties who are regulated by the FSA • KeerFX Ltd must communicate in a way which is clear, fair and not misleading

  5. The Market Place • $1.5 trillion traded every day • Volatility creates trading opportunities • Low correlation to other asset classes • Now firmly established as an asset class in its own right • Expansive market place with new strategies being formulated • Diversification through KeerFX Money managers • New technology

  6. Account Principles • The account will be a Discretionary Managed Account • KeerFX will trade on Power of Attorney basis • Funds remain in the clients name • Clients will be sent full statements on a monthly basis. • Monies will be held at fully regulated counterparties • There are no transaction charges • Maximum Leverage will be 10:1. • Maximum drawdown level of 28.5% • KeerFX Ltd do not hold or have access to client money.

  7. KeerFX Team • FX professionals • Numerous years experience • Risk Manager • Technical Analysts • All Money Managers fully regulated by FSA • Disciplined trading approach • State of the art systems and technology employed • Emphasis on developing new trading strategies

  8. Our Partners • Fully Regulated partners • Intermediate customers • Power of Attorney trading authority • Clients have full access to account and have direct relationship with Clearing Firm • Man Group PLC • ODL Securities • BGC Partners

  9. Man Group PLC • Origins date back to 1783 • Listed on the London Stock Exchange • Constituent of FTSE 100 Index • Market Capitalisation approximately USD 7.9 billion • Financial Services Company with two core functions • Alternative Asset Management – Man Investments • Brokerage – Man Financial

  10. ODL Securities Ltd • Established in 1994 • Members of the London Stock Exchange • ODL Securities Inc launched in 2004 • Customer Assets approximately USD 1.9 billion • Leading London-based independent derivatives and equity trading house • Offer online trading platform for FX, spot gold, silver, CFD’s, equities and derivatives

  11. ODL Securities Ltd • BGC is named in honour of B. Gerald Cantor, who in 1945 founded Cantor Fitzgerald, a leading financial services firm now focused on institutional services • Listed on the London Stock Exchange • Offices in US, Asia and Europe • Market Capitalisation approximately USD 72 billion

  12. Returns

  13. Returns

  14. Summary • FX Now regarded as an asset class • Low level of correlation with other traditional investment vehicles • Diversification into FX by many financial institutions • KeerFX is a fully regulated entity • Clearing firms are also regulated by FSA • Professional experienced dealers who specialise in FX • Discretionary managed account • Anticipated returns 10 – 20% • Full overview facility at all times • No minimum tie in period

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