03 · ESTABLISH
Management Agreement
The formal agreement defines management scope, reporting, fees, responsibilities and termination.
Asset Ownership
NOERA is not the owner or custodian of investor assets. Assets remain in the investor-owned brokerage account.
Management Scope
Portfolio management follows the approved Investment Mandate.
Reporting
Portfolio value, performance and activity are reported through the Investor Portal.
NOERA is not the owner or custodian of investor assets. Assets remain in the investor-owned brokerage account.
Management Scope
Portfolio management follows the approved Investment Mandate.
Reporting
Portfolio value, performance and activity are reported through the Investor Portal.