AMC Creation with Opus By Chartered Investment
About Opus by Chartered Investment
Beyond issuance: the infrastructure to launch, manage and scale AMC strategies. Opus by Chartered Investment combines European AMC issuance expertise with the operational capabilities required to run actively managed products efficiently at scale. Designed for professional and institutional market participants, the setup goes beyond the issuance of a single certificate. It enables advisors and asset managers to build, administer and expand AMC programmes within a structured and scalable operating environment.
Whether managing a single strategy or a growing range of AMCs, advisors benefit from a scalable setup designed to support multiple compartments, multiple ISINs and increasing operational complexity without additional infrastructure requirements.
Jurisdiction
Luxembourg (Opus Chartered Issuances S.A.)
Deployment
Typically 5 business days
Base Pricing
Issuer fees are an all-in price
- Price includes third party services, e.g. audit, paying agent.
- Details depend on final configuration and will be displayed in course of the set-up.
Highlights
- Luxembourg structure
- Low management setup
- Cross-border distribution
- Established European presence
- Institutional-grade compliance
- Full IBKR platform integration
How to Create an AMC Sub Account
Complete the Opus application
Once approved, the AMC sub account will be added to your IBKR RIA Account
Start trading
Frequently Asked Questions
Once your AMC application is approved and processed by the provider:
- The provider creates an IBKR account for the AMC
- This account is automatically linked to your RIA Master account as a sub-account
- You gain immediate visibility and management access through your existing IBKR portal
- No additional login credentials are required
The sub-account structure allows you to manage multiple AMCs from a single dashboard while maintaining separate accounting and reporting for each product.
AMC providers offer full access to IBKR's global trading capabilities:
- 175 + markets worldwide
- Stocks, options, futures, forex, bonds, and funds
- Direct market access with IBKR's SmartRouting technology
- No separate issuer vehicle or intermediary layer
Your AMC operates as a standard IBKR account with complete trading functionality.
Standard IBKR Features:
- Real-time portfolio reporting
- Daily statements and confirmations
- Tax reporting and documentation
- Activity statements and flex queries
Yes, you can create multiple AMCs with either or both providers. Each AMC:
- Receives its own unique ISIN
- Appears as a separate sub-account in your IBKR portal
- Maintains independent portfolio management and reporting
- Can follow different investment strategies
This allows you to offer multiple products to your clients or test different strategies simultaneously.
IBKR Support:
- Technical assistance with platform integration
- Account management and access issues
- General trading and platform questions
Provider Support:
- Each provider has dedicated support for their AMC products
- Structure-specific questions and compliance guidance
- Product lifecycle management
Contact information is provided during the application process.
Actively Managed Certificates involve significant risks. You should be aware of the following before proceeding:
Market Risk: The value of your AMC will fluctuate based on underlying holdings
Liquidity Risk: AMCs may not be readily tradable in secondary markets
Counterparty Risk: Exposure to the creditworthiness of the issuing entity
Regulatory Risk: Changes in regulations may impact AMC structures
Concentration Risk: Depending on strategy, portfolios may be concentrated
AMCs are suitable only for sophisticated investors who fully understand these risks. Consult with qualified legal and tax advisors before proceeding. Past performance is not indicative of future results.