Order Execution Policy

Order Execution Policy for Invest Business House

This order execution policy describes the guidelines that Invest Business House (IBH) follows in order to achieve the best possible result for the Customer members of the Exclusive Club in connection with the execution and transmission of customer orders regarding financial instruments (defined as “Best Execution”).
The order execution policy has been drawn up in accordance with EU regulation 2017/565 art. 64 – 66, EU regulation 576, as well as executive order no. 917 of 25 June 2017 on the execution of orders by securities dealers (“Order execution order”).

The order execution policy applies to Customers whom Invest Business House has classified as Investment customers and professional Customers and applies to transactions where Invest Business House executes orders on behalf of the Customer. The policy applies to financial instruments, including investments, shares, bonds, etc., when trading on a regulated market. Invest Business House assesses whether the order can be executed in full, partially or not at all. The assessment is made on the basis of available market prices, as well as the observed liquidity in the market.

The execution of a customer order may imply that the agreed price contains a margin (so-called spread costs) that reflects costs and remuneration for the external trading counterparty that executes the order in question.

Invest Business House has implemented the processes and procedures that can reasonably be expected to ensure the Best Execution. Likewise, Invest Business House has taken the precautions that can reasonably be expected to ensure that these processes and procedures are complied with.
Best Execution is intended based on the following factors:
• Selection of a suitable trading venue for the execution of orders
• Selection of suitable securities dealers
In Invest Business House’s assessment and selection of suitable trading venues, factors such as the liquidity of the relevant trading venue, and the probability of the order’s timely execution and settlement are included. For specific assessments, the cheapest trading location is chosen if the above factors are assessed satisfactorily, i.e., other things being equal, the cheapest alternative will also be the best.

Invest Business House forwards the order to an approved external securities dealer. This is typically a financial institution, an investment company or another financial intermediary. The securities traders to whom Invest Business House forwards orders are carefully selected. The selection is made on the basis of a regular assessment of the securities dealer’s ability to offer terms that ensure the Best Execution and enable Invest Business House to fulfil its obligations according to applicable legislation and regulations as well as the Invest Business House Order Execution Policy.
In order to ensure the best possible result for the Customers, account is taken of factors that contribute to the total costs that the Customer must pay. The total cost is the price of the financial instrument and all costs associated with the execution of the order. This includes all costs for the Customer that are directly linked to the execution of the order, such as e.g. fees charged by the trading venue or in connection with clearing and settlement and other fees to third parties involved in the execution of the order. Invest Business House’s decision on how an order is to be executed includes, among other things, the following factors:
• The customer’s specific instructions
• Order size and type
• The price at which the order can be expected to be executed
• Speed and probability of both execution and settlement of the order
• Other factors which, in Invest Business House’s opinion, are relevant to the execution
Invest Business House reserves the right, on behalf of the Customers, to decide the prioritization of these factors themselves, if the situation or conditions, in Invest Business House’s view, require this.

The Company may combine trades made on behalf of one Customer with trades made on behalf of one or more other Customers. However, this will only happen if it is unlikely that the aggregation of orders will overall be to the disadvantage of any Customer whose orders are included in the aggregation.
When Invest Business House forwards orders for execution, securities traders have the necessary systems to meet the requirements for Best Execution. In accordance with the financial legislation, all securities traders are subject to requirements for Best Execution.

The decision on how orders are forwarded to potentially multiple trading venues depends on several factors, including the type of order, the suitability of the trading venue for the order or the availability of that order type.
In order to ensure the best possible execution and transmission of the Customers’ orders, Invest Business House will carry out a documented review of its Order Execution Policy, In order to ensure the best possible execution and transmission of the Customers’ orders, Invest Business House will carry out a documented review of its Order Execution Policy, trading venues used for the execution of orders, and the securities dealers to whom Invest Business House forwards orders for execution.

The review is carried out annually, as well as in the event of significant changes that affect Invest Business House’s ability to achieve the best possible result for the Customers in connection with the execution and passing of orders. All changes to the order execution policy are approved by the Invest Business House board.
The quality of the securities dealers’ service in connection with the execution of orders will also be regularly evaluated and any deficiencies will be corrected.

In order for Invest Business House to execute orders for a Customer, the Customer must first accept this Order Execution Policy. “Made according to ISO 9001”

Invest Business House and partners are looking for large projects that are ready to go and require up to 100% financing on a list of PRIORITY projects that are urgently required, usually over $15 million in size up to $10 billion + if necessary (projects over $2 billion will be paid in $600 million instalments to investment fund manager Invest Business House) We operate under conscious assessment of the person(s). behind a project rather than just the project itself, What can be invested in a minimum investment of $300 million? In the aforementioned companies, at the end of the year, share the profit with the investor. The investment fund manager/partner takes see Investments strategy The investment capital enters into contracts for a period of 5-20 years, where the profit is shared annually, and upon completion of the contract, 100% of the invested capital is returned to the investor, or the contract is renewed. The Investment Fund Manager and the Investors must accept the Joint Venture investment.
Contract for the intended business. More so, it is mandatory for investors to meet with the investment fund manager in person to discuss the proposed business/project at a face-to-face presentation and the investor’s possible approval of the project. 
Types to invest in can be energy plants or projects, factories, office buildings, airports, bridges, railways, sewage treatment plants, Oil Factories, hospitals etc. Projects with innovative returns. Investors may come up with more or different options. Mediation of investment. 

Any agreements and/or contracts entered into between the parties shall remain binding in their entirety. In the event that a customer, client, or business partner unilaterally modifies, amends, or otherwise deviates from the agreed terms, such changes shall only be valid if expressly approved by us in writing. Should the contracting counterparty submit any claim, demand, or proposal that we are unable to accept, such conduct shall constitute a material breach of the agreement. In such circumstances, we reserve the right to terminate the agreement or contract with immediate effect.Furthermore, we reserve the right to pursue any and all remedies available under applicable law, including but not limited to claims for damages. Any dispute arising out of or in connection with the agreement may be brought before the competent court of jurisdiction and shall be finally resolved by a judge or other competent judicial authority.

At our organization, it is a requirement that any agreement entered into with another party must bear two signatures: one from the management of Invest Business House (party 1) and one from Party 2. If a signature is missing, the agreement shall be considered invalid.

At Invest Business House, loyalty and respect are earned through actions and professional cooperation. Any attempt to force contracts or agreements for personal gain and at the expense of Invest Business House will be considered a violation of our principles and applicable laws, including contract law.

ADDENDUM AGREEMENT – PROFESSIONAL CONDUCT, NEGOTIATIONS AND SUCCESS FEE

1. Purpose

This Addendum forms an integral part of the agreement entered into between the Client and Invest Business House® and is intended to ensure professional, respectful and appropriate conduct by the Client during meetings, negotiations and other events where IBH assists the Client in establishing, conducting or completing an agreement with an investor, business partner, purchaser or other business counterparty.

This provision applies regardless of whether the meeting takes place in an office, meeting room, restaurant, at a gala dinner, conference, social event or any other location where the Client represents themselves and/or their project.

2. Requirement for Professional Conduct

The Client undertakes at all times to conduct themselves in a professional, respectful and commercially appropriate manner.

This includes, but is not limited to, the Client refraining from:

  • racist, discriminatory or hateful behaviour or statements;

  • threatening, aggressive, violent or intimidating behaviour;

  • seriously disrespectful, insulting or degrading behaviour;

  • harassment or personal attacks;

  • intoxication or other behaviour that materially affects the Client’s professional conduct;

  • inappropriate sexual or personally offensive comments;

  • conduct that may damage the reputation, credibility or business relationship of IBH, the project or the Investor; or

  • any other materially unprofessional conduct that could reasonably jeopardise negotiations or a potential transaction.

The Client is also required to comply with generally accepted professional standards for business negotiations and to treat investors, advisers, business partners and representatives of IBH with respect.

3. Agreements and Negotiations

This provision applies from the time IBH has introduced or established contact between the Client and a potential Investor or other relevant Counterparty and remains applicable until the relevant negotiation or transaction has been finally concluded.

This includes, without limitation:

  • initial investor meetings;

  • due diligence;

  • negotiations;

  • business dinners and gala dinners;

  • conferences and events;

  • presentations;

  • corporate meetings;

  • meetings with legal or financial advisers;

  • signing meetings; and

  • any other event connected with the relevant transaction.

4. Termination or Withdrawal Due to the Client’s Conduct

If an Investor, purchaser, business partner or other relevant Counterparty terminates, withdraws from or otherwise fails to complete a potential transaction as a direct or material consequence of the Client’s documented unprofessional, offensive, discriminatory, racist, aggressive or otherwise materially inappropriate conduct, the Client may be liable to compensate IBH.

This applies in particular where IBH, as a result, loses a success fee, fee, commission or other payment that IBH would otherwise have received had the transaction been completed.

5. Compensation for Lost Success Fee

If the conditions set out in Section 4 are satisfied, the Client shall compensate IBH for its documented direct financial loss, including any documented loss of a success fee that, with sufficient certainty, would have become payable upon completion of the relevant transaction.

Any compensation shall be calculated on the basis of the success fee or other remuneration specified in the applicable agreement between IBH and the Client.

Any claim for compensation shall require a sufficient causal connection between the Client’s materially unprofessional conduct and the financial loss suffered by IBH.

6. Documentation

The parties agree that meetings, presentations, negotiations and other relevant activities relating to the transaction may be documented, including through written minutes, emails, meeting notes and, where legally permitted and where all required notices and consents have been obtained, audio or video recordings.

Such documentation may be used to establish and document the course of events, including in connection with any dispute concerning the reason why negotiations or a transaction were terminated or discontinued.

Nothing in this Agreement grants a right to make recordings in violation of applicable data protection, criminal or other legislation.

7. Client Responsibility

The Client is responsible for their own conduct throughout the entire process and may not avoid responsibility merely because the conduct occurred outside a traditional business meeting.

This includes, for example, conduct occurring at a dinner, reception, gala dinner, conference or other social gathering where the event is connected to the relevant business relationship.

8. IBH’s Right to Withdraw

If the Client engages in conduct which, in IBH’s reasonable assessment, materially risks damaging the negotiations, the Investor relationship or IBH’s professional reputation, IBH may terminate or suspend its participation in the meeting or negotiations.

Such a decision shall not limit any other rights available to IBH under the main agreement or this Addendum.

9. Reasonableness and Causation

Any claim under this Addendum shall be reasonable, documented and proportionate to the actual financial loss suffered by IBH.

The Client shall not be liable merely because an Investor chooses not to proceed with an investment. There must be documented grounds establishing that the Client’s materially unprofessional conduct was a material cause of IBH losing the relevant success fee or other documented financial loss.

10. Relationship with the Main Agreement

This Addendum forms part of the main agreement between the Client and IBH.

In the event of any conflict between this Addendum and the main agreement, this Addendum shall prevail in matters specifically concerning professional conduct, the Client’s liability and IBH’s documented losses resulting from such conduct.

11. Governing Law and Disputes

This Agreement shall be governed by and construed in accordance with the laws of Denmark.

Any dispute shall first be sought to be resolved through good-faith negotiations between the parties. If the dispute cannot be resolved amicably, it shall be referred to the competent Danish courts, unless otherwise provided by a binding provision of the main agreement.

12. Signatures

By signing this Addendum, the Client confirms that they have read and understood its terms and accept the requirements concerning professional conduct and the financial consequences that may arise if the Client’s materially unprofessional conduct, as documented, causes IBH to suffer a financial loss.

Faq for Invest Business House, Questions and answers.

 

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