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What is the Portfolio builder and how does it work?

The Portfolio Builder is a feature (currently in Beta) that places buy orders for music catalogue shares based on settings selected by the user.

When creating a plan, you can choose:

  • the catalogues that the Portfolio Builder may buy;
  • the maximum percentage that a single catalogue may represent;
  • how close to each catalogue's reference price your buy orders are typically placed; and
  • the amount of funds to allocate.

Once the plan is active, the Portfolio Builder places and updates buy orders within these settings. Orders are only executed when matching shares are available for sale at the order price. It may therefore take time for allocated funds to be invested, and some orders may not be executed immediately.

What happens to allocated funds?

Funds allocated to the Portfolio Builder remain within your ANote account. They are shown as “Locked funds” in your “My Portfolio” section and reserved for orders placed by the Portfolio Builder and are only used when an order is executed.

When an order is executed, the shares are placed in your Portfolio.

The minimum amount required to activate a Portfolio Builder plan is €1,000.

What happens to the royalties I receive when the Portfolio Builder is active?

Royalties distributed by catalogue shares managed through the Portfolio Builder are added to the funds available within the plan. While the plan remains active, these funds will be used for future buy orders of the Portfolio Builder.

Can I change or stop the plan?

Yes, you can deactivate the Portfolio Builder. When it is deactivated, all the pending buy orders are cancelled and no new orders are placed. Any catalogue shares already acquired remain yours.

While the Portfolio Builder is active, you also have the option to:

  • add funds;
  • change the selected catalogues;
  • change the maximum allocation per catalogue;
  • change the pricing preference; and
  • enable or disable the available advanced options.

For more information, see:

  • How to set up your Portfolio Builder
  • How does the Portfolio Builder place buy orders?
  • How to monitor and manage your Portfolio Builder
  • How to deactivate your Portfolio Builder and move funds back to your wallet

Nothing in this article constitutes investment advice.Purchasing royalty interests involves risk, and you may lose the capital you commit. The value of royalty interests fluctuates over time, and you may gain or lose money. Past performance is not a guarantee of, nor necessarily indicative of, future results. Any decision to participate should be made only where it complies with the laws and regulations that apply to you.

If you have any questions, contact our Customer Support Team at support@anotemusic.com.

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Luxembourg, Luxembourg

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Disclaimer

ANote Music is a marketplace for buying and selling royalty interests and/or intellectual property rights and, as such, it does not constitute activities of the financial sector in Luxembourg and therefore ANote Music is not subject to the Luxembourg financial sector regulator (Commission de Surveillance du Secteur Financier - CSSF).  Royalty interests are the contractual right to perceive future music royalty income that is generated by various types of intellectual property rights/copyrights. Neither music royalties nor royalty interests constitute “financial instruments” within the meaning of the MiFID (the Directive 2014/65/EU of 15 May 2014 on markets in financial instruments) and the LFS (the Law of financial services of 5 April 1993, as amended) which is implementing the MiFID in Luxembourg.

None of the price quotations, information, news and research accessible on the website and the marketplace or shared through any other communication channels by ANote Music or its Affiliates constitute advice, recommendations or solicitation to any person in any jurisdiction to buy, sell or invest in any asset, royalty interests, intellectual property rights. Any decision made by a person to participate in ANote Music marketplace’s activities should be made on the basis that such an activity complies with any applicable local laws and regulations to which the user is subject to. The user should not access the ANote Music marketplace if such an activity does not comply with any applicable local laws and regulations to which the user is subject to. 

Keep in mind that purchasing royalty interests and/or intellectual property rights involves risk and you may lose the invested capital. The value of your royalty interests or intellectual property rights will fluctuate over time and you may gain or lose money. Past performance is not a guarantee of future returns, nor is it necessarily indicative of future performance. This disclaimer cannot disclose all of the risks and other significant aspects of dealing with royalty interests and intellectual property rights. You should satisfy yourself that you fully understand the conditions which apply to such assets, our services and the potential risk exposures. The images and pictures on the website and on ANote Music marketplace are merely illustrative and may contain data that are no longer updated or valid. Please always refer to the current pricing and valuation of royalty interests or intellectual property rights, as the case may be, in the relevant section on ANote Music marketplace.