Overview
Velmont Private Reserve provides custody services as an extension of its private reserve platform. Custody arrangements are offered on an institutional basis to approved members and are governed by supplementary custody agreements administered from the head office.
Custody services follow the same relationship-led model that governs all Velmont private reserve activity. Instructions are processed through appointed relationship officers. Permitted assets, limits, and procedures are defined in member documentation rather than published on this website.
Key features
- Institutional custody for approved asset classes
- Custody accounts linked to reserve account structures
- Consolidated reporting through relationship officers
- Segregated custody with institutional security protocols
- Relationship officer oversight on custody instructions
- Terms defined in written custody agreements
Eligibility
Custody services are available to existing members who have completed supplementary suitability review and hold appropriate custody agreements. The offering is intended for members requiring institutional administration of approved assets.
Members with diversified holdings benefit from unified relationship management and consolidated reporting through a single Panama-domiciled institution.
Terms & risk disclosure
Custody services carry risk considerations including market volatility, regulatory requirements, and asset-specific exposures. Members should review custody terms carefully before activating facilities. Fees and settlement timelines are set out in the applicable fee schedule and custody agreements.
Supported assets, custody limits, and withdrawal procedures are defined in member documentation. Standard withdrawal settlement is 3 weeks from approval. Activation requests are processed through the named relationship officer at head office.