CLIENTS BENEFITS / Our Service
The client opens an account with one of our related banks/brokers and to agree various levels of flexibility, including Leverage. All transactions are controlled by a risk management desk within the agreed, pre-set limits.
Commitment to client service:
We are committed to keeping our clients informed of our investment results and research activities. We have made significant investments in client service, operations and compliance. We view client service, operations and compliance as significant functions requiring constant vigilance
✔ Segregation of client funds
✔ Client funds held with tier one banks
✔ Protection of client deposits
✔ Several investment products available
✔ Trading performance is 3rd party verified
✔ We work only with regulated banks/brokers
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Risk Disclosure: Trading the financial markets on margin carries a high level of risk, and may not be suitable for all investors. Before deciding to open a trading account, you should carefully consider your investment objectives, level of experience, and risk appetite. There is a possibility that you may sustain a loss of some or all of your investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading financial instruments, and seek advice from an independent financial advisor if you have any doubts.
Chelton Wealth will not accept any US, Australian or Canadian residents with following exceptions: US: those clients that qualify as an ECP (Eligible Contract Participant); Australia: those clients that are defined as “wholesale clients” under the Corporations Act 2001; Canada: those clients who meet the “Permitted Client” criteria.
Under no circumstances will Chelton Wealth accept any clients from the following restricted jurisdictions: Ukraine: Crimea, Donetsk and Luhansk. Russian Federation and Belarus. Afghanistan, Burma (Myanmar), Central African Republic, Côte d’Ivoire, DR of Congo, Cuba, Eritrea, Ethiopia, Haiti, Iran, Iraq, Japan, Liberia, Libya, North Korea, Sierra Leone, Somalia, South Sudan, Sri Lanka, Sudan, Syria, Yemen, and Zimbabwe.