Common reasons include:
- The advice jurisdiction of the client is not aligned with the jurisdiction(s) in which the asset is available. This can be checked via the Investment List available on the Platform.
- The asset has been ringfenced and requires authorisation from the fund manager to allow Novia Global to provide access, if you think this may be the case please email [email protected].
- The asset may be traded in a different currency to the client’s account. Novia Global is a currency linear platform, so the client’s investment account must match the settlement currency of the asset. This can be checked via the investment list.
