Regulated Industry Infrastructure

Advisory Services
for Oracle-Governed Accounts

Aregis provides an advisory-services pathway for eligible SagaHalla subscribers who want separately managed account support alongside automated execution governed by the SagaHalla Oracle.

What This Page Covers

SagaHalla provides Oracle infrastructure and product access. Aregis may provide advisory services under its own agreements for eligible clients who want professional account oversight in conjunction with Oracle-governed execution.

01

Separately Managed Account Advisory

Eligible clients may engage Aregis for advisory services around a separately managed account. The advisory relationship, suitability review, client agreement, authority, reporting, and service scope are handled through Aregis.

02

Oracle-Governed Automated Execution

The SagaHalla Oracle supplies the allocation and execution-governance infrastructure. Advisory services do not change the need for clear account authority, broker/custody arrangements, and client-level permissions.

03

Managed Sovereign Oracle Instances

Institutions, treasuries, and operating entities may also contract with Aregis for managed services around a sovereign SagaHalla Oracle instance. Operational scope, access, custody boundaries, authority, reporting, and service levels are defined by contract.

Engagement Path

Eligibility Review

Aregis reviews account size, client objectives, service fit, and required documentation before any advisory relationship is opened.

Agreement and Authority

The client agreement defines advisory scope, authority boundaries, fees, reporting, and the relationship between advisory oversight and Oracle-governed execution services.

Account Deployment

Where approved, the account or sovereign Oracle instance is configured under the agreed operating model, broker/custody setup, service levels, and reporting cadence.

Important Boundaries

  • SagaHalla is not providing advisory services through this page.
  • Aregis advisory services are provided only under Aregis authority and agreements.
  • Eligibility review is required before any SMA advisory relationship or managed-instance service is accepted.
  • Listing this pathway does not create a client relationship, recommendation, guarantee, or offer of securities.

Discuss advisory fit

For eligible accounts and institutional deployments, Aregis can review whether an SMA advisory relationship or managed sovereign Oracle instance is appropriate. Request a fit review