OHANACAPITAL

Wealth management technology for markets, portfolios, risk, reporting, and financial operations.

support@ohana-capital.net

Ohana Capital AG

Strehlgasse 27, 8001 Zürich, Switzerland

UID
UID CHE-114.729.131
Commercial register ID
CH-ID CH-020.3.033.508-3
Federal commercial register office ID
FCRO-ID 936493

Platform & Trading

  • Account Types
  • Markets
  • Trading Workspace
  • Portfolio
  • Fees and Costs

Markets & Products

  • Market News
  • Staking & Savings
  • Deposits
  • Withdrawals

Company

  • About Ohana Capital
  • Our Teams
  • Careers

Support

  • Platform Help
  • Learning Hub
  • Contact Support

Legal

  • Legal Documents
  • Terms of Service
  • Privacy Policy
  • Risk Disclosure
  • Compliance Policy
  • Cookie Policy

© 2026 Ohana Capital AG. All rights reserved.

Ohana Capital is the product and trading name used by Ohana Capital AG.

Trading products involve risk. Review the applicable terms and risk disclosures before using platform services.

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OHANACAPITAL
HomeAccount types

Legal center

Account agreements, product disclosures, client-protection policies, and company information for the Ohana Capital platform.

Published documents

19

Current policies and terms

Account agreements

3

Versioned acceptance required

Current version

2026-08-24

Effective August 24, 2026

Account agreements

The terms that govern your account, your data, and the service relationship.

01

Service Relationship Summary

Plain-language overview of the Ohana Capital service relationship and document map.

Information policy

Effective August 24, 2026

Review
02

Terms of Service

Account access, platform use, conduct, and service conditions that govern the Ohana Capital platform.

Required account agreement

Effective August 24, 2026

Review
03

Privacy Policy

How personal information is collected, used, shared, and retained for account and platform operations.

Required account agreement

Effective August 24, 2026

Review
04

Cookie Policy

How cookies and similar technologies are used on the website and account interfaces.

Information policy

Effective August 24, 2026

Review

Risk and product disclosures

Product-specific risks and conditions for trading, leverage, staking, and advances.

01

Risk Disclosure

Material market, leverage, execution, product, technology, and loss risks associated with platform products.

Required account agreement

Effective August 24, 2026

Review
02

Margin and Leverage Disclosure

Product disclosure for leveraged and margin trading, margin calls, and liquidation risk.

Accepted when offered

Effective August 24, 2026

Review
03

Staking and Savings Terms

Product terms for staking, unbonding, rewards, and fixed-term savings placements.

Accepted when offered

Effective August 24, 2026

Review
04

Liquidity Advance Terms

Product-specific conditions that apply only when a written liquidity advance is offered and accepted.

Accepted when offered

Effective August 24, 2026

Review

Client protection

Complaints handling, client-money safeguards, insurance, and record retention.

01

Complaints Policy

How to submit a complaint and how Ohana Capital reviews and responds.

Information policy

Effective August 24, 2026

Review
02

Client Money and Custody Framework

How client money and asset custody will be safeguarded, and the controls required before launch.

Information policy

Effective August 24, 2026

Review
03

Insurance, Retention, and Escalation Schedule

Insurance status, complaints escalation targets, and record-retention schedule.

Information policy

Effective August 24, 2026

Review

Company and regulation

Corporate identity, market authorization status, and compliance framework.

01

Entity and Licensing Scope

Corporate identity, current service scope, and the licensing framework guiding market-by-market authorization.

Information policy

Effective August 24, 2026

Review
02

Jurisdictional Disclosures

Market-by-market regulatory themes for Switzerland, the EU/EEA, the United Kingdom, and the United States.

Information policy

Effective August 24, 2026

Review
03

Compliance Policy

Controls for identity, sanctions, financial operations, records, and conduct.

Information policy

Effective August 24, 2026

Review
04

AML and KYC Procedures

Identity verification, document review, and monitoring procedures operated by the platform and CRM.

Information policy

Effective August 24, 2026

Review

Platform and data operations

Execution, market data, vendors, and continuity arrangements behind the platform.

01

Execution and Liquidity Framework

How order workflows operate today and the execution standards required for live market routing.

Information policy

Effective August 24, 2026

Review
02

Market Data Notice

Limits on market prices, charts, and third-party data shown in the platform.

Information policy

Effective August 24, 2026

Review
03

Data Processing and Vendor Schedule

Inventory of processors and infrastructure used for hosting, email, analytics, KYC storage, and market data.

Information policy

Effective August 24, 2026

Review
04

Business Continuity Plan Summary

Public summary of how critical platform operations are protected and restored after disruption.

Information policy

Effective August 24, 2026

Review

How updates work

Material account agreements are versioned rather than silently replaced.

Terms of Service, the Privacy Policy, and the Risk Disclosure are required account agreements. When a required version changes, the platform presents the revised documents for review before protected services continue.

The Compliance Policy is informational. Liquidity Advance Terms apply only if that product is separately offered and accepted; they are not a global account requirement.

Contact support

Company information

Issuer details used throughout the legal center.

Ohana Capital AG

UID: CHE-114.729.131

CH-ID: CH-020.3.033.508-3

FCRO-ID: 936493

Strehlgasse 27, 8001 Zürich, Switzerland

Ohana Capital is the product and trading name used by Ohana Capital AG.