Terms & Conditions

Echelon Wealth

By accessing, browsing, or using this website and any services provided by Echelon Wealth (“Company”, “Echelon”, “we”, “our”, or “us”), you (“Client”, “User”, or “Investor”) acknowledge that you have read, understood, and agreed to be legally bound by the following Terms and Conditions.

1. Nature of Services

Echelon Wealth operates as an independent financial service provider offering access to managed account programs, including but not limited to MAM (Multi-Account Manager) structures, through third-party regulated brokerage platforms.

Echelon does not operate as a bank, custodian, or financial institution holding client assets.

2. No Custody of Client Funds

Under no circumstances shall Echelon Wealth:

• Hold, receive, or store any client funds directly
• Have access to client deposits or withdrawals
• Possess authority to initiate, process, or control any financial transactions on behalf of the client
• All client funds remain solely within the client’s personal trading account held with a third-party broker. The client retains full control and ownership over their funds at all times.

3. No Deposit or Withdrawal Rights

Echelon Wealth explicitly disclaims any rights, permissions, or operational capabilities to:

• Accept deposits from clients
• Process withdrawals for clients
• Interfere with or influence any financial transactions
• All deposit and withdrawal activities are conducted exclusively between the client and their chosen brokerage provider.

4. No Guarantee of Returns

Echelon Wealth does not provide any guarantees, assurances, or promises of:

• Fixed returns
• Consistent profits
• Capital appreciation
• All financial markets involve inherent risks, and past performance is not indicative of future results. Any projections or performance data presented are for informational purposes only and should not be interpreted as guarantees.

5. Risk Disclosure

By participating in any services associated with Echelon Wealth, the client acknowledges and accepts that:

• Trading in financial markets, including CFDs, forex, commodities, and derivatives, involves substantial risk
• Losses may exceed expectations due to market volatility and unforeseen events
• Capital loss, including partial or total loss of invested funds, is possible
• The client assumes full responsibility for all trading decisions and outcomes.

6. Limitation of Liability

Echelon Wealth shall not be held liable for:

• Any trading losses incurred by the client
• Market fluctuations, volatility, or unforeseen economic events
• Broker-related issues, including execution delays, slippage, or technical failures
• Any direct, indirect, incidental, or consequential damages arising from the use of services
• The client agrees that all participation is at their own risk.

7. MAM Program Participation

Echelon Wealth provides access to MAM (Multi-Account Manager) programs strictly on an optional basis.

• Participation is voluntary and at the sole discretion of the client
• Clients connect their brokerage accounts to MAM systems via third-party platforms
• Echelon does not receive or handle funds directly at any stage
• The role of Echelon is limited to strategy allocation and trade management within authorized systems provided by the broker.

8. No Financial or Investment Advice

All content provided on this website is for informational and educational purposes only and does not constitute:

• Financial advice
• Investment recommendations
• Legal or tax advice
• Clients are advised to seek independent professional consultation before making any financial decisions.

9. Third-Party Relationships

Echelon Wealth operates in association with third-party brokers and service providers. The Company:

• Does not control or manage third-party entities
• Is not responsible for their actions, policies, or operations
• Disclaims liability for any issues arising from third-party services
• Clients enter into agreements with brokers independently.

10. Client Responsibility

The client agrees to:

• Conduct due diligence before participating in any financial activity
  Understand all risks involved
• Maintain the confidentiality and security of their trading accounts
  Comply with all applicable laws and regulations

11. Amendments

Echelon Wealth reserves the right to modify, update, or revise these Terms and Conditions at any time without prior notice. Continued use of the website constitutes acceptance of such changes.

12. Governing Law

These Terms and Conditions shall be governed and interpreted in accordance with the applicable laws and regulations of the relevant jurisdiction under which Echelon Wealth operates.

13. Acceptance

By using this website and engaging with Echelon Wealth services, the client confirms full acceptance of these Terms and Conditions and acknowledges that they are acting independently and at their own risk.

For more details connect us: compliance@echelonwealth.ae