Customer Master Agreement

This Customer Master Agreement ("Agreement") governs the relationship between you ("Client") and wo-tranivest theme ("we," "us," or "our"). By accessing our services, you agree to comply with this Agreement.

1. Introduction

This Agreement outlines the terms under which wo-tranivest theme provides investment brokerage services to you. It includes your rights and obligations as a client and our responsibilities as a broker. This Agreement is binding and shall apply to all accounts you hold with us.

2. Account Opening

To open an account with wo-tranivest theme, you must complete our account application and provide the necessary documentation as requested. This includes:

  • Proof of identity (e.g., government-issued ID).
  • Proof of address (e.g., utility bill).
  • Financial information to assess your suitability for our services.

We reserve the right to refuse account opening requests at our discretion.

3. Services Provided

wo-tranivest theme offers a range of investment services, including but not limited to:

  • Brokerage services for trading various financial instruments, including stocks, bonds, and derivatives.
  • Investment advisory services.
  • Market research and analysis.
  • Access to trading platforms and tools.

We will act as your agent in executing transactions, and we may also execute transactions as principal. All transactions are subject to market conditions.

4. Client Obligations

As a Client, you agree to:

  • Provide accurate and complete information during the account opening process and maintain current information.
  • Understand the risks associated with trading and investing and ensure that you have sufficient knowledge and experience.
  • Monitor your account regularly and notify us immediately of any discrepancies.
  • Comply with all applicable laws and regulations while using our services.

5. Fees and Charges

You agree to pay all fees and commissions associated with your account, as disclosed in our fee schedule. Fees may vary based on the services provided and the type of account. We reserve the right to change our fee schedule at any time with prior notice.

6. Margin and Leverage

If you choose to trade on margin, you understand and accept the risks associated with leveraging your investments. We will set margin requirements, and you must maintain sufficient equity in your account. If your account falls below the required equity, we may take corrective action, including liquidating your positions.

7. Limitation of Liability

wo-tranivest theme is not liable for any loss or damage arising from the use of our services, including indirect, incidental, or consequential damages. Our liability is limited to the maximum extent permitted by law.

8. Termination

Either party may terminate this Agreement by providing written notice. Upon termination, you must settle any outstanding fees and commissions. We reserve the right to close your account without notice if we believe there is a violation of this Agreement.

9. Changes to This Agreement

wo-tranivest theme reserves the right to modify this Agreement at any time. Changes will be communicated through this page, and your continued use of our services after any modifications constitutes acceptance of the revised Agreement.

10. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction in which wo-tranivest theme operates, without regard to its conflict of law principles.

11. Contact Us

If you have any questions or concerns regarding this Customer Master Agreement, please contact us at:

  • 📞 Support Hotline: +1-800-INVESTX
  • 📧 Email: support@investoptions.com