Investments

Client Funds: At Optima Wealth, we do not directly handle or control client funds. All client deposits intended for the use of the systems provided by Optima Wealth are held by Vantage Markets ("Vantage"). Vantage upholds the highest standards of fund security by maintaining segregated client trust accounts with top-tier banks. Furthermore, Vantage is fully regulated by the Financial Conduct Authority (FCA) in the UK, the Financial Sector Conduct Authority (FSCA) in South Africa, and the Australian Securities and Investments Commission (ASIC) in Australia, ensuring comprehensive oversight and protection of clients' funds.

Disclaimer: Trading involves substantial risks and may lead to the loss of your invested capital. At Optima Wealth, we leverage cutting-edge technologies such as generative artificial intelligence, which are continuously evolving. However, the implementation of these technologies introduces additional risks, including system errors, algorithmic biases, and the intricate nature of market dynamics. It is imperative that you thoroughly comprehend these risks before partnering with Optima Wealth. We do not onboard clients who do not fully grasp the inherent risks associated with trading, including the utilization of innovative technologies. If necessary, we strongly advise seeking independent financial advice to make informed decisions.