Investment Account

The Client Owns The Account & We Manage It

The investment account setup is provided by a reputable international trading platform. The setup is designed to protect the individual account owner (the client) while allowing a trading access to the advisor. The account management functions are controlled by the client. The advisor will only have a trading access.

How Does The Account Work?

The client will open a separate individual investment account with a reputable international trading platform that have access to international financial markets and different asset classes. The advisor will guide the client through the account opening process.
The client will give trading access to the advisor. The advisor will have access to trading, and the client will have access to all account management functions. Cash deposit and cash withdrawals will only be controlled by the client who is the account owner.

The client account is the ownership of the client and the client is the one who can fund the account and/or make withdrawals. The client will need to provide all necessary information and documents required by the platform for opening the account. The client will also be responsible to provide information about the source of funds if requested to do so by the platform