A reference on how investment policy limits are written, measured and monitored, published by Acclimetry, the investment policy monitoring software operated by Foreranger Ltd.
Each restriction page follows one of the 32 rule templates in Acclimetry. Its parameters, methodology choices and result codes are read from the product’s rule registry, and its worked examples are the product’s own test cases, evaluated by the rule engine.
The same engine runs in the free Limit Checker. On every build the browser copy of the engine is checked against the product on all 108 worked cases; a build in which any answer differs is not published, and neither is one with a broken internal link.
Regulatory facts cite the official text and record when it was read: legislation.gov.uk (Open Government Licence), the FCA Handbook (© FCA, Open Government Licence), EUR-Lex (© European Union, CC BY 4.0), the Boletín Oficial del Estado and the CNMV. Texts whose terms do not allow reuse are cited and linked, never reproduced.
Pages that state the law, the breach handbook and every Spanish page are published for indexing only after a named reviewer has signed them off. The reviewer and the date appear on the page.
Muaz Notiar, founder of Acclimetry, has worked in the financial industry for over 15 years, on both the buy side and the sell side, and has built vendor and in-house investment platforms. LinkedIn.
If a page is wrong or out of date, write to [email protected] with its address. Corrections are made and the page’s date is updated.
The library explains how limits work and how Acclimetry evaluates them. It is not legal, regulatory or investment advice.
Acclimetry is operated by Foreranger Ltd, a company registered in England and Wales (company number 10535686). Registered office: c/o Mulberry & Co, Eastgate House, Dogflud Way, Farnham, Surrey GU9 7UD.