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Do Investors Need to Match My Funds Account Type and Currency?

Updated this week

No, investors do not need to create any new trading accounts or match your funds account type and currency when subscribing to your funds.

Our Funds Management system does not bind investors' trading accounts to your funds. Instead, we use an Investment Wallet concept. This means investors can subscribe to your funds by simply transferring available funds from either their Investment Wallet or existing trading accounts—without creating new accounts.

Key Benefits:

  • No need for investors to create new accounts

  • No need to specify account type (e.g., Raw) or currency (e.g., EUR)

  • Funds Managers don't need to instruct potential investors on which account type or currency to open

Simple Subscription Process:

Investors only need to complete 3 steps:

  1. Click the Funds Manager's Funds Management Invitation Link

  2. Sign the TFA (Third Party Trade Facilitation Agreement) online

  3. Transfer funds from their Investment Wallet or trading account to the funds during subscription

The entire process takes approximately 2 minutes (based on our historical data).

This streamlined approach ensures a convenient and efficient subscription experience for all investors.

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