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

Published documents
Current policies and terms
Account agreements
Versioned acceptance required
Current version
Effective August 24, 2026
The terms that govern your account, your data, and the service relationship.
Plain-language overview of the Ohana Capital service relationship and document map.
Effective August 24, 2026
Account access, platform use, conduct, and service conditions that govern the Ohana Capital platform.
Effective August 24, 2026
How personal information is collected, used, shared, and retained for account and platform operations.
Effective August 24, 2026
How cookies and similar technologies are used on the website and account interfaces.
Effective August 24, 2026
Product-specific risks and conditions for trading, leverage, staking, and advances.
Material market, leverage, execution, product, technology, and loss risks associated with platform products.
Effective August 24, 2026
Product disclosure for leveraged and margin trading, margin calls, and liquidation risk.
Effective August 24, 2026
Product terms for staking, unbonding, rewards, and fixed-term savings placements.
Effective August 24, 2026
Product-specific conditions that apply only when a written liquidity advance is offered and accepted.
Effective August 24, 2026
Complaints handling, client-money safeguards, insurance, and record retention.
How to submit a complaint and how Ohana Capital reviews and responds.
Effective August 24, 2026
How client money and asset custody will be safeguarded, and the controls required before launch.
Effective August 24, 2026
Insurance status, complaints escalation targets, and record-retention schedule.
Effective August 24, 2026
Corporate identity, market authorization status, and compliance framework.
Corporate identity, current service scope, and the licensing framework guiding market-by-market authorization.
Effective August 24, 2026
Market-by-market regulatory themes for Switzerland, the EU/EEA, the United Kingdom, and the United States.
Effective August 24, 2026
Controls for identity, sanctions, financial operations, records, and conduct.
Effective August 24, 2026
Identity verification, document review, and monitoring procedures operated by the platform and CRM.
Effective August 24, 2026
Execution, market data, vendors, and continuity arrangements behind the platform.
How order workflows operate today and the execution standards required for live market routing.
Effective August 24, 2026
Limits on market prices, charts, and third-party data shown in the platform.
Effective August 24, 2026
Inventory of processors and infrastructure used for hosting, email, analytics, KYC storage, and market data.
Effective August 24, 2026
Public summary of how critical platform operations are protected and restored after disruption.
Effective August 24, 2026
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 supportIssuer 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.