Custodian Non-Discretionary Portfolio Management is a privately administered investment service offered by Custodian Asset Management Limited (CAML), designed for investors who wish to retain full control over their investment decisions while benefiting from professional investment advice, market research and efficient trade execution.
Under this mandate, CAML executes dollar-denominated investment transactions strictly in accordance with the client’s explicit instructions and within the agreed investment guidelines. The service operates in accordance with applicable Securities and Exchange Commission (SEC) rules and regulations.