AgentRisk Europe operates the website www.agentrisk.co, which includes our blog. This
Nothing on this Site or App should be construed as a solicitation or offer, or recommendation, to buy or sell any security.
AgentRisk Europe is a wealth management platform regulated by CySEC. Our services are only provided to investors who become AgentRisk Europe Clients ("Clients") pursuant to a written Client Agreement, which investors are urged to read carefully in order to determine whether becoming a client is in their best interest and whether our service is suitable for them.
Our services are only provided to investors who become AgentRisk Clients ("Clients") pursuant to a written Client Agreement, which investors are urged to read carefully in order to determine whether becoming a client is in their best interest and whether our service is suitable for them.
It should not be assumed that any information discussed herein will prove to be profitable or that decisions in the future will be profitable or provide similar results.
System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors.
Asset Custody AgentRisk Europe is not a custodian. Client’s assets are held by Interactive Brokers UK. AgentRisk Europe automatically opens an Interactive Brokers UK account on behalf of each of its clients, to which the client has full access. By entering into a client Agreement with AgentRisk Europe, you also agree to an account being created in your name on Interactive Brokers. Additionally, you authorize Interactive Brokers UK to automatically charge your account with our fee and to remit such fee to us in accordance with required regulatory procedures.
Backtesting of Hypothetical Portfolios
Some of the charts shown on this website may not be representative of actual data. In
those cases, they will be clearly marked as Hypothetical. Backtested performance does
not represent actual performance and should not be interpreted as a indication of the
performance of AgentRisk Europe, its portfolios or the success of future investments
with the firm. Backtested performance results have certain inherent limitations. Such
results do not represent the impact that material economic and market factors may have
had on an advisor’s decision-making process if the advisor were actually managing the
money. Backtested data also differs from actual performance data because it is achieved
through the retroactive application of a model portfolio with the benefit of hindsight.
As a result, the models may be changed from time to time theoretically and the effect on
performance results could be either favorable or unfavorable.
The data used to calculate the backtested returns are run through AgentRisk Europe’s proprietary investment algorithms, which simulate the account investing and rebalancing that would have occurred had the portfolio been in existence. AgentRisk Europe advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".
While AgentRisk Europe will utilize actual historical data whenever available, certain historical pricing and returns, including options pricing, may be unavailable. In these instances, pricing may be computed using generally accepted investment models, such as the Black-Scholes options pricing model. Therefore, the model may not reflect actual pricing of options that were available in the market at that time. If actual data is not available, AgentRisk Europe will utilize the pricing model that is the most accurate representation of investment pricing that is currently available. Any computed or assumed data will be identified as such.
Average Client Returns
Average client returns are calculated by AgentRisk Europe and are composed of the
average, time-weighted returns of all active client investments (some of which may
contain investment restrictions) to the underlying portfolio. These daily average
returns are then linked together for the timeframe presented. These returns include
cash, dividends, earnings distributions, broker commissions and AgentRisk Europe
Average client returns are not available for any period in which there were no active investments associated with the portfolio.
Actual performance in your account may differ from Average Client returns.
Certain portfolios on the AgentRisk Europe platform may include options trading. Options
trading involves a high degree of risk, is highly speculative, and is not suitable for
all investors. AgentRisk Europe clients should review this important disclosure before
deciding to invest in portfolios trading options.
Please note that your brokerage account must be enabled for options trading to invest in options through your AgentRisk Europe account.
Trading options may result in the total loss of premiums and transaction costs. Option contracts are traded for a specified period of time and have no value after expiration. Trading halts in the underlying security, or other trading conditions (e.g., volatility, liquidity, system failures) may cause the trading market for one or all options to be unavailable, in which case, the holder or writer of an option would not be able to engage in a closing transaction, and would remain obligated until expiration or assignment.
If you are uncomfortable with the level of risk associated with options trading, you should contact AgentRisk Europe at + 357 22552725 to let us know.