You maintain access to your capital at the bank of your choice.
Using restricted authorization, we are only entitled to buy or sell equities for you. We are not entitled to initiate any credits or other money transfers. Therefore, Lingohr & Partner has no direct access to your assets.
We are able to arrange more favorable conditions with many custodians due to the combined volume of all of our clients.
In addition to the custodian, Lingohr & Partner provides its own reports. We generally report on a quarterly basis albeit we are open for individual arrangements regarding the reporting frequency.