Clients must be legal adults or authorized entities able to enter contracts and comply with KYC/AML requirements. We reserve the right to refuse service.
Deposits, transfers, and crypto deposits must follow our accepted funding methods and limits; we may delay or reject funds for compliance or operational reasons.
Clients must keep contact and identification information current. We may suspend or restrict accounts for suspicious activity, nonpayment, or regulatory reasons.
We provide personalized strategies based on client information; recommendations are not guaranteed and may be adjusted with client consent or as market conditions change.
We may withhold taxes where required by law. Clients are responsible for confirming withholding choices and providing accurate tax details.
Clients must disclose their risk profile; investment recommendations will reflect that profile. Clients assume market and custody risks associated with investments and crypto.
Tax treatment varies by jurisdiction and asset type. Clients are responsible for reporting and paying taxes; we provide documentation and guidance but not legal tax advice.
Past performance is not indicative of future results. We do not guarantee returns; all investments carry the risk of loss.
Clients may close accounts per our closing procedures; we may terminate accounts for breach, inactivity, or legal reasons. Outstanding fees and settlements remain the client’s responsibility.