Saxo and Chartered Investment Cut Onboarding for Fund-Style Certificates to Five Days
By Damian Chmiel
AI summary of the source article
Chartered Investment has integrated Saxo's brokerage infrastructure into its digital platform via a new module called Flow AMC. This partnership enables asset managers issuing actively managed certificates (AMCs) to complete onboarding within five days. Through Flow AMC, managers can execute trades across global markets and asset classes via a single Saxo account, while Chartered Investment manages structuring, regulatory requirements, and lifecycle management. The rollout responds directly to strong demand for AMCs in Singapore and Switzerland, where Saxo holds relevant banking and capital markets licenses. Saxo currently powers more than 150 financial institutions worldwide.
Why it matters
The collaboration reduces onboarding time for actively managed certificates to five days, helping asset managers avoid the higher costs and lengthy setup periods associated with traditional fund launches.
Key facts
- Chartered Investment and Saxo reduced AMC onboarding to five days using the new Flow AMC module.
- Asset managers access global markets through a single Saxo trading account while Chartered Investment handles structuring and regulatory lifecycle tasks.
- The rollout targets investor demand in Singapore and Switzerland, where Saxo holds local regulatory and banking licenses.