1. Introduction

Welcome to Genix Assets. These Terms and Conditions govern your use of our asset management platform, services, and related features. By accessing or using our platform, you agree to be bound by these terms. Please read them carefully.

2. Definitions

In these Terms and Conditions:

  • "Platform" refers to Genix Assets's asset management system and all associated services
  • "Asset Intelligence Platform" refers to our proprietary analysis and management systems
  • "Portfolio" refers to your personal collection of managed assets and investments
  • "Investment Data" refers to market information, portfolio performance, and analytics
  • "Client" refers to individuals or entities who engage our asset management services
  • "AUM" refers to Assets Under Management

3. Account Requirements

To use our asset management services, you must:

  • Be at least 18 years old and legally capable of entering into binding contracts
  • Complete our client verification process with valid identification documentation
  • Provide accurate and complete personal and financial information
  • Disclose your investment objectives, risk tolerance, and financial situation
  • Maintain the security and confidentiality of your account credentials
  • Promptly notify us of any changes to your personal or financial circumstances

4. Asset Management Services

Our comprehensive asset management services include:

  • Portfolio construction and strategic asset allocation
  • Ongoing portfolio monitoring and rebalancing
  • Risk assessment and management across multiple asset classes
  • Regular performance reporting and analysis
  • Access to our Asset Intelligence Platform for portfolio insights
  • Personalized investment strategies aligned with your objectives

5. Investment Risks

By using our services, you acknowledge and accept that:

  • All investments involve varying degrees of risk and potential for loss
  • Past performance is not indicative of future results
  • The value of investments can fluctuate and may decline in value
  • Investment returns are not guaranteed
  • Economic conditions, market factors, and other events can impact investment performance
  • Diversification and asset allocation strategies do not ensure profit or protect against loss

6. Fees and Compensation

Our fee structure includes:

  • Asset-based management fees calculated as a percentage of AUM
  • Tiered fee structure based on portfolio size and complexity
  • Transparent fee disclosures with no hidden charges
  • Quarterly fee assessments and detailed statements
  • Fee adjustments for significant portfolio changes
  • Minimum account balance requirements for certain service levels

7. Data Security and Confidentiality

We maintain robust measures to protect your information:

  • Enterprise-grade encryption for all data transmission and storage
  • Multi-factor authentication for account access
  • Strict internal controls and access limitations
  • Regular security audits and vulnerability assessments
  • Comprehensive data backup and disaster recovery procedures
  • Continuous monitoring for unauthorized access attempts

8. Prohibited Activities

Clients are strictly prohibited from:

  • Providing false or misleading information during onboarding or reviews
  • Attempting to manipulate asset valuations or performance metrics
  • Sharing account access with unauthorized third parties
  • Using the platform for money laundering or other illicit activities
  • Attempting to reverse-engineer our Asset Intelligence Platform
  • Engaging in any activity that violates applicable securities laws

9. Legal Compliance

Our services operate within the following legal framework:

  • Applicable financial regulations and securities laws
  • Anti-Money Laundering (AML) and Know Your Client (KYC) requirements
  • Tax reporting obligations in relevant jurisdictions
  • Fiduciary standards where applicable
  • Data protection and privacy regulations
  • Disclosure requirements for investment advisors

10. Service Modifications and Termination

Genix Assets reserves the right to:

  • Modify or enhance our asset management methodologies
  • Update investment strategies based on market conditions
  • Adjust fee structures with 30 days' advance notice
  • Terminate services for policy violations or legal requirements
  • Require additional information to maintain compliance
  • Implement new risk management controls as needed

Contact Information

For inquiries about these terms, please contact us at:

  • Email: legal@genixassets.org
  • Hours: Monday-Friday, 9:00 AM - 5:00 PM GMT
  • Address: Stratton House, 6th Floor, 5 Stratton Street, London

Last updated: April 19, 2025