Can I enter 10 million without specifying a currency?
Select a currency explicitly. Enter 10000000 for ten million whole currency units, then choose or specify the currency.
Prepare a structured investment discussion
Investment Mandate Builder
Record your stated objectives and constraints in an initial discussion brief. Investment decisions remain with the investor; availability, eligibility, conflicts and engagement scope are reviewed separately.
Describe your intended mandate
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Use whole units without separators, for example 10000000. Currency is selected separately; no conversion is performed.
Use this field for planning objectives. Share confidential documents through the agreed engagement process.
Your planning summary
Initial investment discussion brief
This brief records information you provide. Eligibility, suitability, opportunity availability, approvals, specialist requirements and fees remain subject to separate review and a written engagement.
Investment Mandate Builder
What if I have not decided on a structure or time horizon?
Choose To be confirmed. The brief records the uncertainty and includes it in the items to review.
What happens after I create the brief?
Review the details and download or copy the summary. You can then choose to contact MatchPoint Partners to discuss scope, eligibility and the required specialists.
Contact MatchPoint Partners
Services, responsibilities and fees are agreed in writing. Specialist work and any regulated activities require appropriately appointed providers within their permitted scope.
Contact MatchPoint Partners