Documents

Documents
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As a licensed and regulated entity, W.G. Wealth Guardian Ltd is entitled to perform the required KYC (Know Your Customer) by CySec. The below documents give you a preview, which will also be discussed in the first (‘onboarding’) meeting with our consultants before we commence our contractual agreement with a  client.

 

Best Execution / Order Execution Policy

Investor Compensation Fund

Client Categorisation Policy

Complaints Handling Policy

Conflicts of Interest Policy

Privacy Policy

Cookie Policy

Risk Disclosures

User Guide of Interactive Brokers

PILLAR III DISCLOSURES 2019

PILLAR III DISCLOSURES 2020

PILLAR III DISCLOSURES 2021

Risk Warning: Trading in financial instruments may result in losses as well as profits. Past performance is no guarantee of future results. Trading in derivatives (e.g. options, futures, swap contracts) could result to the loss of the whole capital invested. Derivatives are bilateral contracts whose value depends upon the value of an underlying asset or index. Trading in leveraged financial instruments may result in losses greater than the initial invested capital. You should only invest in derivatives or leveraged financial instruments if you possess the necessary knowledge and experience to understand the risks involved, the investment meets your investment objectives and you are financially able to bear the investment risks.  For further information on risks inherent in investing, click here.