{"id":17282,"date":"2025-01-02T12:25:41","date_gmt":"2025-01-02T10:25:41","guid":{"rendered":"https:\/\/redgatewealth.eu\/?page_id=17282"},"modified":"2025-02-19T12:40:46","modified_gmt":"2025-02-19T10:40:46","slug":"special-terms-and-conditions-for-discretionary-portfolio-management","status":"publish","type":"page","link":"https:\/\/redgatewealth.eu\/en\/our-services\/special-terms-and-conditions-for-discretionary-portfolio-management\/","title":{"rendered":"Special terms &#038; conditions for discretionary portfolio management"},"content":{"rendered":"\t<section class=\"section home-hero limit-section-1500\" id=\"section_1199343328\">\n\t\t<div class=\"bg section-bg fill bg-fill  bg-loaded\" >\n\n\t\t\t\n\t\t\t\n\t\t\t\n\n\t\t<\/div>\n\n\t\t\n\n\t\t<div class=\"section-content relative\">\n\t\t\t\n<div class=\"row\"  id=\"row-1323215072\">\n\n\t<div id=\"col-1094683554\" class=\"col home-hero medium-12 small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n<p class=\"upper-title\">Our Services<\/p>\n<h1>Special terms and conditions for discretionary portfolio management<\/h1>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n<\/div>\n\t\t<\/div>\n\n\t\t\n<style>\n#section_1199343328 {\n  padding-top: 0px;\n  padding-bottom: 0px;\n  background-color: rgb(251, 235, 211);\n}\n#section_1199343328 .ux-shape-divider--top svg {\n  height: 150px;\n  --divider-top-width: 100%;\n}\n#section_1199343328 .ux-shape-divider--bottom svg {\n  height: 150px;\n  --divider-width: 100%;\n}\n<\/style>\n\t<\/section>\n\t\n\t<section class=\"section\" id=\"section_711747416\">\n\t\t<div class=\"bg section-bg fill bg-fill  bg-loaded\" >\n\n\t\t\t\n\t\t\t\n\t\t\t\n\n\t\t<\/div>\n\n\t\t\n\n\t\t<div class=\"section-content relative\">\n\t\t\t\n<div class=\"row\"  id=\"row-207284598\">\n\n\t<div id=\"col-2007070808\" class=\"col medium-12 small-12 large-8\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n<p>We provide discretionary portfolio management services to our clients under the investment firm activity license issued by the Estonian Financial Supervision and Resolution Authority. Discretionary portfolio management means managing a portfolio of securities based on the client&#8217;s mandate and individually for each client in accordance with the applicable Securities Market Act. AS Redgate Capital conducts thorough analysis when selecting instruments and does not manage portfolios containing securities developed by itself. The range of securities we analyze may depend on the professional choice of our investment specialists. We always follow applicable legal regulations to ensure high-quality and reliability of services for our clients.<\/p>\n<p>To provide the service, we enter into an investment services contract with the client, which includes the <strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/redgatewealth.eu\/en\/our-services\/general-terms-and-conditions-for-investment-services\/\" target=\"_self\" rel=\"noopener\">general terms and conditions for investment services<\/a><\/span><\/strong> and the discretionary portfolio management contract, which includes the <strong>special terms &#038; conditions for discretionary portfolio management<\/strong> outlined below.<\/p>\n<p>In addition to the terms and conditions, the contract also includes our <span style=\"text-decoration: underline;\"><a href=\"https:\/\/redgatewealth.eu\/en\/our-services\/pricelist\/\" target=\"_self\" rel=\"noopener\">price list<\/a><\/span> and various <span style=\"text-decoration: underline;\"><a href=\"https:\/\/redgatewealth.eu\/en\/our-services\/our-internal-rules\/\" target=\"_self\" rel=\"noopener\">rules<\/a><\/span> and other pre-contractual information available on our website.<\/p>\n<p> \t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t \n<style>\n#row-207284598 > .col > .col-inner {\n  padding: 45px 0px 0px 0px;\n}\n@media (min-width:550px) {\n  #row-207284598 > .col > .col-inner {\n    padding: 90px 0px 0px 0px;\n  }\n}\n<\/style>\n<\/div>\n<div class=\"row\"  id=\"row-2010756849\">\n\n\t<div id=\"col-984471716\" class=\"col hide-for-medium medium-1 small-12 large-1\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n<p><a href=\"https:\/\/redgatewealth.eu\/wp-content\/uploads\/Special-Terms-and-Conditions-for-Discretionary-Portfolio-Management-en-2025-02-01.pdf\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-13793\" src=\"https:\/\/redgatewealth.eu\/wp-content\/uploads\/Redgate-shares-icon.png\" alt=\"\" width=\"140\" height=\"140\" data-wp-editing=\"1\" \/><\/a><\/p>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-584048093\" class=\"col medium-4 small-12 large-11\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n<p><!--p><a href=\"https:\/\/redgatewealth.eu\/wp-content\/uploads\/Special-Terms-and-Conditions-for-Discretionary-Portfolio-Management-en-2025-02-01.pdf\" target=\"_blank\" rel=\"noopener\">Read the full document (opens in a new window)<\/a><\/p-->\n<h4 class=\"match_height\"><a href=\"https:\/\/redgatewealth.eu\/wp-content\/uploads\/Special-Terms-and-Conditions-for-Discretionary-Portfolio-Management-en-2025-02-01.pdf\" target=\"_blank\" rel=\"noopener\">Special terms &#038; conditions for discretionary portfolio management (01.02.2025)<\/a><\/h4>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<style>\n#row-2010756849 > .col > .col-inner {\n  padding: 0px 0px 0px 0px;\n}\n@media (min-width:550px) {\n  #row-2010756849 > .col > .col-inner {\n    padding: 0px 0px 0px 0px;\n  }\n}\n<\/style>\n<\/div>\n\t\t<\/div>\n\n\t\t\n<style>\n#section_711747416 {\n  padding-top: 0px;\n  padding-bottom: 0px;\n}\n#section_711747416 .ux-shape-divider--top svg {\n  height: 150px;\n  --divider-top-width: 100%;\n}\n#section_711747416 .ux-shape-divider--bottom svg {\n  height: 150px;\n  --divider-width: 100%;\n}\n<\/style>\n\t<\/section>\n\t\n\t<section class=\"section\" id=\"section_393116641\">\n\t\t<div class=\"bg section-bg fill bg-fill  bg-loaded\" >\n\n\t\t\t\n\t\t\t\n\t\t\t\n\n\t\t<\/div>\n\n\t\t\n\n\t\t<div class=\"section-content relative\">\n\t\t\t\n<div class=\"row\"  id=\"row-1392837469\">\n\n\t<div id=\"col-1366867474\" class=\"col small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n<h2>Additional Reading<\/h2>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<style>\n#row-1392837469 > .col > .col-inner {\n  padding: 30px 0px 0px 0px;\n}\n@media (min-width:550px) {\n  #row-1392837469 > .col > .col-inner {\n    padding: 30px 0px 0px 0px;\n  }\n}\n<\/style>\n<\/div>\n<div class=\"row\"  id=\"row-1142560268\">\n\n\t<div id=\"col-1535366599\" class=\"col medium-4 small-12 large-4\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n<h4><a href=\"https:\/\/redgatewealth.eu\/en\/our-services\/\">Services<\/a><\/h4>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1255124876\" class=\"col medium-4 small-12 large-4\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n<h4><a href=\"https:\/\/redgatewealth.eu\/en\/our-services\/pricelist\/\">Price List<\/a><\/h4>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1230633703\" class=\"col medium-4 small-12 large-4\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n<h4><a href=\"https:\/\/redgatewealth.eu\/en\/our-services\/our-internal-rules\/\">Rules<\/a><\/h4>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n<\/div>\n<div class=\"row\"  id=\"row-1587301807\">\n\n\t<div id=\"col-1394732131\" class=\"col small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n<a href=\"https:\/\/redgatewealth.eu\/en\/important-information\/terms-of-service\/\" target=\"_self\" class=\"button primary is-link arrow-animation\"  >\n    <span>Back to the terms and conditions<\/span>\n  <img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/themes\/redgate-wealth\/assets\/images\/Redgate-arrow.png\" class=\"button-arrow\" width=\"33\" height=\"8\" alt=\"Button arrow\"><\/a>\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<style>\n#row-1587301807 > .col > .col-inner {\n  padding: 0px 0px 0px 0px;\n}\n@media (min-width:550px) {\n  #row-1587301807 > .col > .col-inner {\n    padding: 10px 0px 0px 0px;\n  }\n}\n<\/style>\n<\/div>\n\t\t<\/div>\n\n\t\t\n<style>\n#section_393116641 {\n  padding-top: 0px;\n  padding-bottom: 0px;\n  background-color: rgb(246, 249, 247);\n}\n#section_393116641 .ux-shape-divider--top svg {\n  height: 150px;\n  --divider-top-width: 100%;\n}\n#section_393116641 .ux-shape-divider--bottom svg {\n  height: 150px;\n  --divider-width: 100%;\n}\n<\/style>\n\t<\/section>\n\t\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":0,"parent":14241,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-blank.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-17282","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Special terms &amp; 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