Dated 2023-02-21 Finvest Solutions Limited


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partner agreement


partners group. 


Identification
Liability and indemnity
SC will enter into Customer Agreements that will govern the relationship between SC and the 
Customer and will be responsible to them for the performance of its Services. It is the full 
responsibility of the Partner to return the Customer Agreement signed by the Introduced 
Customer to SC before the Introduced Customer can activate an account with SC. 
SC will treat all its Customers equally, whether these Customers are introduced by Partner or 
not, thus by entering into this Agreement Introduced Customers will not be overcharged and 
any fees or charges paid by the Introduced Customers to the Company will be the same as 
those paid by all other SC Customers. In case Partner requires SC to alter the Trade conditions 
and collect extra fees or charges from Introduced Customers, then Partner has to present SC 
with a document signed by Introduced Customer accepting the extra fees and charges. It is 
agreed and understood that SC retains the right in its entire discretion to refuse to open an 
account for an Introduced Customer without being required to disclose the motive for such a 
refusal. SC may at its sole discretion accept or refuse any Introduced Customer. In the case of 
the refusal of a Customer and for whatever reasons given for that refusal, Partner shall have 
no right of recourse to any Partner Fees for that customer. 
SC may, at its discretion, with cause, liquidate all, or any portion, of the open positions in the 
Introduced Customer's account. 
In the event any provision of any separate agreement between Introduced Customers and 
Partner conflicts with Customer Agreement, the latter will prevail. Partner will furnish SC with 
a copy of all separate agreements between itself and each Introduced Customer relevant to 
Partner's relationship with SC at the time any such agreements are entered into. SC may 
request information relating to them directly from Introduced Customers to the extent 
required by law. SC will establish and maintain credit or similar exposure limits for each Intro-
duced Customer in accordance with SC policies and procedures. 
An existing SC customer will not be considered Introduced Customer unless the Customer 
opens an account as a direct result of Partner recommendation and, at the time that customer 
opens such an account with SC, they have not traded on any account that they already hold 
with SC for at least 3 months or unless SC
agrees in writing to consider the Customer as Introduced Customer. If any Introduced Custom-
er during the term of this agreement is in breach of any of its payment obligations under the 
Customer Agreement with SC, SC reserves the right to withhold the Partner Fee in relation to 
the defaulting customer (up to a maximum of the default amount) until such time as the 
Partner shall provide to SC at the commencement of the Agreement copies of any information 
and documents required to satisfy SC's regulatory obligations in relation to business partners. 
Where there is any material change to any of the information or documents, Partner shall 
provide to SC updated information and documents. 
Upon referral by Partner, SC will obtain from each Introduced Customer information concern-
ing the identity and creditworthiness of such Customer consistent with SC's internal policies 
and applicable law, which will include any information or documents SC reasonably requires to 
comply with any applicable anti-money laundering rules. 
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