---
guosmmDocumentId: GUOSMM-C-2026-025
title: "Hedge Fund Manager Add-On Charter"
instrumentVersion: 1.0
language: en
publishedAt: 2026-07-15T00:10:00Z
effectiveAt: 2026-07-15T00:10:00Z
signingAuthority: "Sovereign Military Order of Malta"
licenseId: LICENSE-HEDGE-FUND-MANAGER-SHOSJJ-2026-001
baseAct: undefined
taxonomyAct: undefined
entityId: asset-manager-core
---
| Field | Value |
|---|---|
| Document ID | `GUOSMM-C-2026-025` |
| Series | C |
| Document type | Supplemental Activity Add-On Charter |
| Published | 2026-07-15T00:10:00Z |
| Effective | 2026-07-15T00:10:00Z |
| Base act | `undefined` |
| Taxonomy act | `undefined` |
| Licence number | `LICENSE-HEDGE-FUND-MANAGER-SHOSJJ-2026-001` |
---
1.1 This Add-On Charter authorizes the management of hedge funds, private funds, and alternative investment vehicles using discretionary investment authority.
1.2 The charter covers trading strategies that may include long/short equity, relative value, macro, event-driven, credit, commodity-linked, or derivative-based strategies, subject to separate product permissions where required.
2.1 Discretionary portfolio management for pooled funds.
2.2 Investment selection, rebalancing, and risk management for alternative funds.
2.3 Fund-level allocation, leverage monitoring, collateral oversight, and liquidity management.
2.4 Advising on fund strategy and portfolio construction.
3.1 No retail fund authorization.
3.2 No custody, nominee, escrow, or safekeeping authority unless separately granted.
3.3 No blanket securities-broker, exchange, or ATS authority.
3.4 No derivatives or commodities authority unless those instruments are expressly permitted in the publication manifest or an additional add-on.
4.1 The manager shall maintain side-letter, allocation, and conflicts controls suitable for private-fund operation.
4.2 The manager shall maintain valuation, liquidity, and risk controls for illiquid and leveraged positions.
4.3 The manager shall use third-party custodians, administrators, or prime brokers unless the custody add-on is separately published.
5.1 If the business model includes transaction execution or trade routing, `activity.dealing_arranging` is also required.
5.2 If the business model includes client advice outside pooled-fund management, `activity.investment_adviser` is also required.
5.3 If the business model includes custody or asset control, `activity.custody_nominee_escrow` is also required.
6.1 This add-on does not create banking, deposit-taking, or exchange membership rights.
6.2 This add-on does not create cross-border marketing rights unless the relevant jurisdictional approval is separately recorded.
---
*Signing authority: Sovereign Military Order of Malta*