Terms & Conditions

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Account Management Services

bshawfx

Effective Date: 11th February 2026

1. Introduction

These Terms and Conditions (“Agreement”) govern the provision of account management services by bshawfx (“Company,” “we,” “us,” or “our”) to the client (“Client,” “you,” or “your”).

By engaging our services, you agree to be legally bound by this Agreement.

2. Mandatory Risk Management Contract Requirement

2.1 Condition Precedent to Services

Before any account management services are provided, the Client must review, complete, and sign the Company’s official Risk Management Contract.

2.2 No Services Without Signed Agreement

Under no circumstances will bshawfx begin managing, accessing, trading, or advising on a Client’s account until:

• The Risk Management Contract has been fully executed;

• All required onboarding documentation has been submitted;

• The Company has formally confirmed acceptance of the Client.

2.3 Purpose of Risk Management Contract

The Risk Management Contract is designed to:

• Assess the Client’s financial position and risk tolerance;

• Confirm the Client understands the risks associated with trading and investment activities;

• Define agreed risk parameters and management strategies;

• Protect both the Client and the Company through documented acknowledgment of trading risks.

Failure to sign the Risk Management Contract voids eligibility for account management services.

3. Nature of Services

3.1 bshawfx provides discretionary or non-discretionary account management services as agreed in writing.

3.2 The Company does not guarantee profits, returns, or performance outcomes.

3.3 All trading and investment activities carry risk, including the possible loss of some or all invested capital.

4. Client Acknowledgment of Risk

By signing the Risk Management Contract and engaging our services, the Client acknowledges:

• Financial markets are volatile and unpredictable;

• Past performance is not indicative of future results;

• Losses may exceed expectations;

• The Company is not liable for market-driven losses.

The Client accepts full responsibility for the risks associated with their account.

5. Client Responsibilities

The Client agrees to:

• Provide accurate and complete information during onboarding;

• Notify the Company of any material financial changes;

• Comply with all applicable laws and regulations;

• Maintain sufficient funds to support trading strategies where applicable.

Failure to provide accurate information may result in immediate termination of services.

6. Fees and Compensation

6.1 Fees for account management services will be disclosed separately in writing.

6.2 Fees may include performance-based compensation, management fees, or fixed service fees.

6.3 All fees are non-refundable unless otherwise agreed in writing.

7. No Financial Advice Guarantee

Unless explicitly agreed otherwise in writing, services provided by bshawfx do not constitute:

• Personal financial advice;

• Tax advice;

• Legal advice.

Clients are encouraged to seek independent professional advice before engaging in trading or investment activities.

8. Limitation of Liability

To the maximum extent permitted by law:

• bshawfx shall not be liable for trading losses, indirect damages, lost profits, or consequential damages;

• The Company is not responsible for broker failures, platform outages, liquidity issues, or third-party errors;

• Liability shall not exceed the total fees paid by the Client to the Company in the preceding [12] months.

9. Confidentiality

All client information and account details will be treated as confidential and handled in accordance with applicable data protection laws and the Company’s Privacy Policy.

10. Termination

10.1 Either party may terminate services by providing written notice.

10.2 The Company reserves the right to terminate services immediately if:

• The Client breaches this Agreement;

• False information was provided;

• Regulatory or compliance concerns arise.

Termination does not eliminate responsibility for outstanding fees.

11. Amendments

bshawfx reserves the right to update these Terms and Conditions at any time. Continued use of services after notification constitutes acceptance of revised terms.

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What to include in the T&C document