5 min read.

What is an investment provider?

30 April 2020

An investment provider, like us, offers customers the opportunity to purchase specific investment products or invest in certain strategies, and it’s up to the customer whether or not they want to invest in those products or strategies. The customer instructs the investment provider in every investment it makes.

An investment manager, in addition to being an investment provider, also offers its customers the opportunity to review and oversee their investments and (if authorised by a customer to do so) will make investment decisions on that customer’s behalf without the need to obtain further approval.

Dozens is an investment provider. We curate and provide access to certain investment products and strategies, but we don’t (and can’t) manage our customers’ investments. Instead, we aim to support and empower our customers to make their own investment decisions with information and guidance while providing access to a range of investment products and strategies.

Capital at risk. When you invest, your money is at risk, as the value of your investment may go up as well as down and you may not get back the amount you originally invested.