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Best Execution Policy

Last updated: April 25, 2025

This policy outlines Evermount Capital's commitment to obtaining the best possible execution for client orders, taking into account price, costs, speed, likelihood of execution, settlement, and other relevant factors.

1. Best Execution Commitment

When executing client orders, Evermount Capital is committed to taking all sufficient steps to obtain the best possible result for clients, taking into account price, costs, speed, likelihood of execution and settlement, size, nature, or any other consideration relevant to the execution of the order.

2. Execution Factors

When determining best execution, we consider the following factors:

  • Price: The price at which the order can be executed
  • Costs: All costs related to execution, including commissions, fees, and spreads
  • Speed: The speed of execution and likelihood of settlement
  • Likelihood of Execution: The probability that the order will be filled
  • Size: The size of the order relative to available liquidity
  • Nature: The nature of the order (market, limit, etc.)
  • Market Conditions: Current market conditions and volatility

3. Execution Venues

We execute client orders through various execution venues, including:

  • Regulated exchanges and trading platforms
  • Licensed brokers and market makers
  • Electronic trading systems
  • Over-the-counter (OTC) markets where appropriate

We select execution venues based on their ability to provide best execution for the specific order type and market conditions.

4. Monitoring & Review

We regularly monitor and review our execution practices to ensure:

  • Execution quality meets our best execution standards
  • Execution venues continue to provide competitive execution
  • Our execution policies remain appropriate and effective
  • Any issues with execution quality are identified and addressed

5. Limitations

Please note that:

  • Best execution does not guarantee the best price in all circumstances
  • Market conditions, liquidity, and other factors may affect execution quality
  • For certain order types or market conditions, best execution may prioritize factors other than price
  • Execution quality may vary across different asset classes and markets