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CDMA Services

Square Managed Account

With a minimum investment of 10K, clients will benefit from the following Managed Account advantages:


Prior requirements

In order to subscribe to a CDMA Square Managed Account, you simply need to:

  • sign our Asset Management Agreement
  • if you do not yet have an account for trading, CDMA will assist you in opening an account with one of the two CDMA custodians listed above

  • provide appropriate limited power of administration to CDMA on this account, allowing us to invest on your behalf (CDMA is not authorized to withdraw or to transfer money from client accounts)