Where Satis send investment applications or orders on a client’s behalf to third parties (for example, to buy or sell investment holdings), Satis make every effort to ensure the best possible result for our clients. This is referred to as the best execution. We may transmit or place the order via a third party platform (an online investment administration service), directly with a fund manager or with a stockbroker, to execute your order.
Satis is obliged to disclose on an annual basis the top five firms that we send our client orders to. This report is for the period 01/04/2018 – 31/03/2019.