Terms & Conditions


These are Vine Strategy's standard Terms and Conditions.

Vine Strategy is referred to on behalf of the Company and each client account is referred to as a Client in all terms and conditions detailed signed by the Companys directors and confirmed by the Client. By accepting the Terms and Conditions, the Client enters into a binding legal agreement with the Company.

Terms and Conditions means Vine Strategy Terms and Conditions governing conduct relating to the execution of client orders. The Client Classification Scheme and the agreed information consistency published on the Companys website may be changed from time to time with the Clients approval. A Vine Strategy-based property management firm assists directors executive committees key corporate sponsors and branch decision makers and third-party legal representatives.

A companys terms and conditions set the foundation for developing products and services that are right for the company and the customer. These Terms and Conditions supersede any other express or implied prior agreements and/or agreements by the Company.

The terms and conditions take effect upon receipt of an email confirming the provision of an account reference number and opening an account to potential customers. Unless otherwise specified terms defined in these Terms of Use have their respective meanings and are used in the singular or plural as appropriate. Definitions of terms have the same meanings as in the standard unless otherwise specified. Authorized Representative means a natural or legal person authorized by Customer to act on Customers behalf.

Communications – Customer agrees that the official language of the Company is English. Standard forms of communication for client companies are verbal via telephone and electronic via e-mail.

Balance means the funds available in the clients account that can be used for investment purposes. Balance Currency means the currency valued in the clients account. All expenses including commissions are calculated in this currency. A bank business day is a day on which the business is open. Customer means the natural or legal person who receives the signed clause agreement by e-mail.

Charges shall mean commission at a rate of 1% applied to the entry total of any transaction due and 1% of gross profits at the time of exit with confirmation being advised to the Client. Entry shall mean the opposite of a transaction of position that is yet to be exited. Equity shall mean the balance plus/minus any profit/loss that derives from holding asset. Exit shall mean the opposite of any entered transaction or position. Value Date shall mean the delivery date of funds.

If you decide not to make an investment, there is no charge for our advice.

We believe that regular, ongoing advice enables us to ensure that your investment continues to meet your objectives.

The firm offers full-service brokerage consulting. We want to manage your account based on access to all available market tools for risk modeling and client specifications accepted by all major market exchange industries. The firm will ensure complete match to client requirements before taking any investment decisions.

The Company will thereafter contact the Client in order to outline the Company’s ability to develop an approach which is best suited and most appropriate for the Company and the Clients combined portfolio philosophy.

The Company will provide investment advice which has been expertly sourced and compiled and agreed upon in line with Company philosophy and relating to financial transactions and investment strategies pursued charges and tax benefits.

The Company may from time to time provide content including economic and financial market conditions published on its website and other media. The client is responsible for reporting the financial status of the company. The customer is given maximum control protection. A company should always communicate with customers in good faith.

Can I take my money out?

You can make withdrawals from your account whenever you choose if there is a cash balance on account. This can be on a regular basis, for example each month, or on an annual basis. The minimum withdrawal is US$5,000 or currency equivalent.

The amount of tax and charges you pay might depend on the way in which you take money out. The best way will depend on your own circumstances and, before taking money out, you should talk to your Authorized Representative at the Company, who will advise you on your options which will be based on your local tax legislation.

Scope of Authority

Our authorized representatives are authorized to represent us to advise on wealth management products and services offered by our group companies. Do I have the right to refuse? - If we believe that your request to us does not comply with applicable laws rules and regulations: We may delay or refuse to take action if you fail to take action in these circumstances. We shall not be liable for delay or refusal. For any claim for damages. Funds transferred for investment or expenditure may be held in a separate account after ensuring that they will be invested on a date we determine will comply with your instructions. We can withdraw money in your direction to divert funds from your investment and keep them in a separate account. money for you

Client Identification and Know Your Client (KYC) Process

The Company is required under Anti Money Laundering and Anti Terrorist Activity to establish the identity of all applicants, beneficiaries, plus some other associated parties such as Trustees and Attorneys, and will verify your identity electronically, against public records through an independent agency. This information will not affect your credit rating.

Data Protection Regulations

The Company are the data controllers of any personal data you provide to us during this review and any personal data you subsequently provide or which is processed in connection with the products and services we provide to you.

We will collect and use your personal data such as your name and contact details, health information, family and lifestyle information, personal assets and liabilities, tax and residency details, financial products already held (e.g. Pension and protection) for the provision of financial advice and services, administration, communication, risk assessments, fraud prevention and other regulatory or legal purposes.

If we need to collect special categories of data (e.g. health information) we will request your consent to do so and clearly explain why we need the data, the implications of not providing the data and what will happen if consent is subsequently withdrawn.

Where you are providing us with personal data about another individual, you will inform them that you are providing their information to us, refer them to our privacy notice and obtain their consent to our use of their special categories of personal data such as health information where we indicate it is required.

For further information on our use of your personal data and your rights, please see the Privacy Policy which can be accessed at https://vinestrategy.com/privacy.html

Should you have any enquiries relating to the personal data that we may hold about you or how your personal data is processed, you can contact our Data Protection Officer, at contact@vinestrategy.com

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