Q: What happens if I do not execute a recommendation on the first day it was triggered?

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• Q: Will I receive a reminder before my fee is refunded due to not acting on a recommendation?

  A: Yes, a reminder email will be sent two days before the 30-day timeline, informing you about the need to act on a recommendation to continue receiving them.

• Q: Who will execute the orders?

  A: You will execute the orders via our app through the smallcase gateway.

• Q: When does the quarterly settlement happen and what should I do if funds are debited?

  A: Quarterly settlement happens on the first Friday of January, April, July, and October (or the previous trading day if it’s a holiday).

• Q: How does it work?

  A: A recommendation will be triggered to the app via Samvitti dashboard. • The recommendations will be notified via Whatsapp, email, app notification & SMS. (Click on the Image to enlarge) • You will be able to see the recommendation in the app and ...

• Q: Can Samvitti execute trade recommendations on my behalf if I am unavailable?

  A: We do not provide execution services. If you are unavailable, please notify us via email when you are ready to execute trades, and we will promptly share the necessary recommendations.