Disclosure Agreement
Last Updated January 18, 2025
Welcome. By accessing our platform and using our services, you acknowledge that you have read, understood, and accepted the terms and conditions outlined below. These terms govern our collaboration with clients and ensure transparency in how we manage investments and client relationships.
About Aidi Ventures LLCAidi Ventures LLC collaborates with licensed registered investment advisors and fund managers to provide tailored solutions to preserve capital and achieve financial security. Our partners include:
- Grant Private Wealth Management, a Registered Investment Advisor in the United States.
- Cowrywise Technology Limited is a fund manager in Nigeria.
Together, we ensure compliance, expertise, and excellence in managing your investments.
Account OptionsAidi Ventures LLC offers two types of accounts:
- Individual Account: Designed for personal investment needs.
- Business Account: Tailored for organizations seeking professional investment solutions.
By joining our platform, you will select the account type most suitable for your needs.
Investment ApproachAll investments under Aidi Ventures LLC follow these principles:
- Risk Tolerance: Low to Moderate, ensuring a conservative approach to safeguard your assets.
- Investment Objective: Preservation of capital, with a focus on minimizing risks and maintaining long-term financial stability.
By using our platform, you agree to the following terms:
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Discretionary Management
Aidi Ventures LLC licensed partners will manage your investments, aligning with your stated preferences and objectives. -
Confidentiality
All client information will be treated as confidential and disclosed only as required by law. -
Fees and Charges
Fees for services are transparently outlined and will be billed or deducted as applicable. You may request detailed information regarding our fee structure at any time. -
Referral Fee Arrangement
In certain cases, Aidi Ventures LLC may receive a referral fee from its partners. This referral fee:- Is paid solely from the partner firm’s fees.
- Will be disclosed fully to ensure transparency.
- Does not impact the advisory fees charged to you as a client.
Detailed information regarding any referral fee arrangements is available upon request.
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Legal Disclosures
Investments may appreciate or depreciate in value. Past performance does not guarantee future results. Aidi Ventures LLC and its partners adhere to applicable laws and maintain compliance with all regulations. -
Arbitration Agreement
Any disputes arising from this agreement will be resolved through arbitration, as detailed in our terms. This does not waive your rights under federal or state laws.
By continuing to use Aidi Ventures LLC’s platform, you confirm that:
- You understand and accept the investment options, objectives, and risk tolerance offered.
- You have reviewed and agreed to the Privacy Policy, and Term of Use.
- You acknowledge that Aidi Ventures LLC collaborates with licensed advisors and fund managers to act in your best interest.
For additional information, get in touch with us at company (at) aidiventures (dot) com