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LEGAL & REGULATORY

Legal & Regulatory
Documents

At Verified Wealth Markets, we believe transparency is an essential part of the client relationship. This section provides access to the legal agreements, policies, disclosures, and regulatory information relevant to our services.

We encourage prospective and existing clients to review the applicable documents carefully before using our platform or engaging in any investment service.

AVAILABLE DOCUMENTS

Important information, clearly organized.

Review the agreements, policies and disclosures that explain how the platform, investment services and client relationship are governed.

01

Client Agreement

Outlines the terms and conditions governing the relationship between the client and the applicable service provider.

02

Investment Management Agreement

Sets out the scope of portfolio management services, responsibilities, fees, and other applicable terms.

03

Terms of Use

Explains the terms governing access to and use of the Verified Wealth Markets website and platform.

04

Risk Disclosure

Describes the risks associated with investing and trading, including the possibility of loss of capital.

05

Privacy Policy

Explains how personal information is collected, used, stored, and protected.

06

Cookie Policy

Provides information about the use of cookies and similar technologies on our website.

07

Fees & Charges

Details applicable management fees, trading costs, platform charges, and other expenses.

08

Complaints Procedure

Explains how clients can raise concerns and how complaints are handled.

09

Regulatory Information

Provides the applicable legal entity details, registration information, authorisations, and regulatory disclosures.

BEFORE YOU INVEST

Understand the risks.

Investment products and services involve risk. Past performance does not guarantee future results. Please review the relevant agreements and risk disclosures and seek independent professional advice where appropriate.

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Verified Wealth 360 Managed Portfolios are managed by Verified Wealth Asset Management LLC, a registered investment adviser. Registration does not imply a certain level of skill or training. Past performance is no guarantee of future results.
All investments involve risk including loss of principal. Alternative asset classes like private equity, private credit, and real estate carry liquidity restrictions. Please review offering documents carefully prior to investing.

30 Wall Street New York 10005 USA

No communication by Verified Wealth Market Inc. or any of its affiliates (collectively, "Verified Wealth Marketâ„¢"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice, except for specific investment advice that may be provided by Verified Wealth Asset Management LLC pursuant to a written advisory agreement between such entity and the recipient.

Any financial projections or returns shown on this website are estimated predictions of performance based on mathematical modeling, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will or is likely to achieve results or profits similar to those shown.
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