Stock, ETF and Fund Account (SEF)

Quick Facts

One Account for Savings and Lump Sums	No Exit Fees
Professional Trading Advisory	Stop Loss Protection
Managed Account	Zero Tax Location
Low Cost Investment	Daily Liquidity

SEF Account

This account is traded and adjusted on a daily basis. With the protection of stop losses and trailing stop losses it enables accounts to move in to trending markets while protecting the accounts from strong reversals of trends. The account trades in both directions buying and selling assets. Utilising some of the specific trading system and numbers from the C&F account enables IFAAB to place your monies in the stronger trending markets whether they are up or down. We can also use leverage to enhance the performance of your account by purchasing double or triple performance ETF's should the trade set ups advise this on a risk return basis. Daily management and adjustments ensures that client accounts should not suffer deep falls during market corrections and if anything client accounts should profit from this if our numbers and systems are correct. We have a specific timing device that enables us to purchase an asset when we have a reasonable move ahead in time or percentage terms, our timing device advises on market turn points and then we position accounts to benefit from these turns.

Assets Traded within the SEF Account

ETF – Exchange Traded Fund Global	ETC- Exchange Traded Commodity Global
Mutual Funds	Currencies
Stocks/Shares	Bonds

Risk

Our view is that this account is lower risk than our CAF account though we manage the risk via stop losses and capture profits through trailing stops. Stop Losses ensure the account does not have a large drawdown while Trailing Stops ensure we capture the profits when asset prices reverse direction. Both these are daily adjusted depending on our view and the current price action of the asset.

Performance

Performance can be expected to be more than the usual mutual fund return as the account will be able to use the following to enhance returns :

• » Stop Losses & Trailing Stops
• » Double or Triple Return ETF/ETC funds of market assets
• » Zero Management Charges
• » Low Cost Purchasing Fees
• » Timing Device
• » Specific Market Targets for Capturing Profits

Opening an Account

We accept a minimum lump sum of US$10,000 though we do advise clients it is best to enter this account with a minimum investment of US$20,000. Once the account is open it can receive any amount on a monthly basis if you would like to invest on a regular basis in this account. This account has no exit fees.

Opening an Account Step By Step

• » Complete Application form Currency and Futures Account (CAF)
• » Include a Copy of your Passport
• » Include a Recent Utility Bill or Bank or Credit Card Statement (within the last 3 months)