The plans, and what each one asks of you
Each tier accepts a particular band of capital and targets a particular expected return range. The table below shows those values for every plan currently offered, with the terms that apply to all of them.
Every funded account is placed into a plan, and a plan is defined by three things: the band of capital it accepts, the expected return range it targets, and the terms that apply while the capital is managed. The table below sets out all of those values for each tier, taken directly from the plans currently offered.
The band is the first decision, because it fixes the scale at which the plan operates. A tier with a lower minimum is built for a smaller allocation and a simpler set of expectations; a tier with a higher minimum is designed for capital that can be committed at a larger size. The maximum matters too, because it is the point at which the plan stops accepting further allocation.
The expected return range is a target rather than a promise. It describes the outcome the plan is constructed to pursue, not one that is guaranteed, and every investment carries the possibility of loss as well as gain. An expected range is a statement about method and risk, and it should be read alongside the plan's terms rather than instead of them.
Every tier, side by side
Minimum and maximum describe the band of capital each plan accepts. The expected return range is the outcome the plan is built to pursue, and the key terms are the ones that apply across every tier.
| Plan | Minimum | Maximum | Expected return | Key terms |
|---|---|---|---|---|
| Premium plan | $20,000 | $35,000 | 40% ~ 45% return of investment | All Basic Services Included · 10% trade commission · 24/7 active support · Maintenance fee is applied |
| Ultimate plan | $40,000 | $55,000 | 50% ~ 55% return of investment | All Basic Services Included · 10% trade commission · 24/7 active support · Maintenance fee is applied |
| Corporate plan | $60,000 | Unlimited | 65% ~ 70% return of investment | All Basic Services Included · 10% trade commission · 24/7 active support · Maintenance fee is applied |
| Standard plan | $1,000 | $5,000 | 10% ~ 15% return of investment | All Basic Services Included · 10% trade commission · 24/7 active support · Maintenance fee is applied |
| Master plan | $5,500 | $15,500 | 25% ~ 30% return of investment | All Basic Services Included · 10% trade commission · 24/7 active support · Maintenance fee is applied |
What every plan includes
The basic services are part of every tier rather than an upgrade to a higher one, and the same published terms have applied across the range.
- All Basic Services Included
- 10% trade commission
- 24/7 active support
- Maintenance fee is applied
Choosing the right tier
The right tier is the one whose minimum and maximum suit the capital you actually intend to commit, not the highest range on the page. A plan whose minimum is beyond your allocation is not available to you yet; a plan whose maximum sits below the sum you want to invest will not accommodate all of it. Matching the band to the amount is the first test, and it is a practical one rather than a judgement about ambition.
The second test is time. Capital that may be needed at short notice belongs in an arrangement that can accommodate that, while capital that can remain invested through a full cycle is better placed in a tier designed for a longer commitment. The expected return range says nothing about how quickly it might be reached, and a range viewed over a short window is far less meaningful than the same range viewed over a longer one.
The third test is tolerance for loss. Every plan described here is exposed to market movement, and the wider a plan's expected range, the more important it is to be comfortable with the possibility of drawdown along the way. If a fall in value would force a decision you would rather not make, the plan is too aggressive for the capital behind it, regardless of the range it targets.
Plan terms and disclosure
Each plan charges a 10% trade commission with a maintenance fee applied as shown on the plan. All basic services are included in every tier, with 24/7 active support. Fees are deducted from the account and confirmed before capital is allocated.
Expected return ranges are targets, not promises. Capital can fall as well as rise, and past performance is not indicative of future results. Full terms are confirmed during funding.