• may pay — up to $200 a payment, $300 this month, named payees only
• may trade — up to $1,000 an order; up to $300 on its own say-so
• may read — the positions it manages, nothing else
• may engage — the household’s own professionals
• all of it — inside one shared $1,500 budget
• every payment — waits for a yes, given outside the agent

written by the principal · in force

• Paid the rent — $150. A payment is always the edge of this mandate, so the agent stopped and asked. The yes came from the principal, outside the agent — then it paid.
• Placed a $250 order for SPY — paper money — inside its $300 self-serve line.
• Checked this year’s taxes with the household’s own tax professional.
• Read the trade account’s performance — the positions it manages, and only those.
• Asked the estate attorney where the documents stand — an engagement the mandate names.

the principal

One agent, solely theirs. Not our agent visiting them — their agent, answering to them. This line is the whole company.

Even this pitch is a checkable claim. If you can’t verify a claim we make, treat it as unproven.