Halogen Partner Portfolios is open to intermediaries and representatives licensed or registered with the Securities Commission Malaysia. This includes Corporate Unit Trust Advisers (CUTAs), Marketing Representatives, and IUTAs or financial advisers licensed under the SC.
What each role can do on the platform depends on its licence. Advisers propose portfolio strategies for their clients and offer the approved portfolios; marketing representatives introduce clients to the approved portfolios that suit their risk appetite. In every case, Halogen manages and rebalances the portfolios.