Mandates & Onboarding

Matched to the investor,
not the market.

How clients engage Silvercoin – from initial scoping and suitability through to a signed, documented mandate. The structure of the relationship is settled before capital moves.

Mandate Framework

Four dimensions that shape every portfolio.

– 01

Objectives

Capital preservation, growth, income, or a defined combination. What the portfolio is meant to do.

– 02

Horizon

From medium-term (3–5 years) to multi-generational. Horizon governs volatility tolerance and liquidity.

– 03

Constraints

Liquidity needs, jurisdictional considerations, tax position, and any specific exclusions.

– 04

Fit

Whether the strategy genuinely matches the client's profile. We confirm this honestly, in writing, before anything is signed.

Onboarding Process

From first call to funded mandate.

A disciplined, documented path from initial consultation through to funded mandate and ongoing review.

  1. – 01

    Initial Consultation

    A conversation about objectives, horizon, and constraints, before any strategy discussion.

  2. – 02

    Suitability & KYC

    Identity verification, source-of-wealth checks, and a documented suitability assessment.

  3. – 03

    Mandate Agreement

    Written objectives, benchmark, risk limits, fees, and reporting cadence.

  4. – 04

    Implementation

    Measured funding and deployment, paced to the agreed mandate.

  5. – 05

    Review

    Structured periodic review against the brief we agreed at the start.