2022 11 01 GIRO models – option to postpone rebalancing scheduled for tomorrow – please revert (email notification from Saxo to GIRO users)

Dear client,

Following up on the communication of 27 October, we have received feedback from a few partners that they prefer not to participate in the monthly scheduled rebalancing planned for today.

We have therefore decided to offer a rebalancing option in mid-November. This means you have three options:

• Option 1: Proceed with the scheduled rebalancing tomorrow, Wednesday 2 November
• Option 2: Postpone the scheduled rebalancing until Tuesday 15 November
• Option 3: Postpone the scheduled rebalancing until the beginning of December

What you need to do today depending on your choice

Option 1:

Please proceed with enabling your models today by 18:00 CET as communicated on Thursday 27 October. 

For each model, the ‘Disable order generation’ switch must be OFF on the models that should be rebalanced. As per the screenshot, the switch must be grey:

Note, if you choose this option, you will not participate in rebalancing on 15 November.

Option 2 or 3:

If you opt in for postponing, please communicate your decision to your relationship manager ASAP.

Please do not enable your models for order generation today.

For each model, the ‘Disable order generation’ switch must be ON by 18:00 CET today. As per the screenshot, the switch must be blue:

More information will follow in the next few days regarding option 2 and 3.

Kind regards,

Saxo Bank