Control
Approvals inbox
Approvers see the same evidence the originator saw. Decisions require an explicit reason and are recorded against the transaction permanently.
Acting as Relationship Manager
Data as at 2026-08-05 01:40 UTC · Simulated provider and custodian feeds
Simulated data. Product terms, prices, balances and settlement references are placeholders pending provider, custodian and legal confirmation.
Queue
4 pending decisions
ORD-2026-0431 — Investment rationale and model-allocation fit for USD 5,000,000 private-market subscription.
Assigned to Chief Investment Officer
- Client
- Meridian Family Office Ltd · Family office
- Product
- Evident — Moonshot AI Pre-IPO Exposure
- Notional
- $5,000,000
- Settlement
- USDC · Coordinated Delivery
- Originated by
- Cheryl Ng (RM)
- Rationale
- Family office private-markets sleeve; AI infrastructure exposure ahead of anticipated liquidity event.
- SLA due
- 2026-08-05 09:00 UTC
Evidence pack
- • Mandate permits up to 35% illiquid
- • Post-trade illiquid 21.4%
- • Single-name exposure 2.7%
Control exceptions
- Concentration limits — Warning: Post-trade exposure within mandate limits.
- KYC / KYB currency — Warning: Periodic review not expired.
- Valuation freshness — Warning: Valuation within policy age.
Decision
This decision is reserved for Chief Investment Officer. Switch role in the header to act on it. Segregation of duties prevents the originator (Cheryl Ng (RM)) from approving their own instruction.