Client Process

  Step 1 – Review our service and choose one or more managed accounts

Please read the entire website including:

> Frequently Asked Questions

> Managed Account Comparison

Choosing a managed account:

> If you have reviewed the website and comparison page and still don't know which managed account you want to join or would like assistance with the decision; then please provide us with as much information as possible.

> What are your expectations? There is no get-rich-quick solution - all offerings require patience and risk - same applies to any investment.

> How much USD or equivalent do you plan on making available? Larger the deposit = greater number of available options.

> If you have enough available funds, it makes sense to diversifiy by joining all our offerings.

  Step 2 – Apply for broker account

Follow our Account Opening guide (available on request after you have decided on one or more managed accounts).

Applying online for your account takes 15 minutes.

Application Procedure and Links: Managed account links available on Request.

  Step 3 – Submit legal documents

Provide the brokerage with your copy of proof of ID and Address.

  Step 4 – Deposit funds

Login to your broker account and view the broker deposit options.

  Step 5 – Relax

Monitor performance, make deposits and withdrawals.

Receive a performance update email by the 7th of each month (only sent to existing Clients that have provided us with an email address).