1. Purpose

This Service Relationship Summary explains, in plain language, what Ohana Capital AG (“Ohana Capital”) provides through the Ohana Capital platform, how the relationship is structured, and where to find detailed legal documents. It is informational and does not replace the Terms of Service, Risk Disclosure, or product-specific terms.

2. Who we are

Legal entity: Ohana Capital AG
Registered seat: Zürich
Registry identifiers: published in the Legal Center

Ohana Capital operates the branded platform interfaces, account workflows, and related support channels described on the website.

3. What services the platform provides

Depending on eligibility and account configuration, the platform may provide:

• Market information and instrument browsing
• Order-entry and portfolio interfaces
• Margin, risk, and account-health controls
• Staking and fixed-term product workflows
• Document verification and account administration
• Support and operator communications

Availability of any feature depends on jurisdiction, verification status, product settings, and applicable terms.

4. What this relationship is not

Unless a separate written agreement expressly states otherwise, Ohana Capital is not, through the standard platform terms:

• Providing personalized investment advice or portfolio management discretion
• Guaranteeing profits, returns, or capital preservation
• Acting as your tax, legal, or accounting adviser
• Claiming that company registration alone is a financial-services license for every jurisdiction or product

Always read the product confirmation screens and risk documents before using a feature.

5. How you interact with us

Typical relationship steps include:

1. Account access and identity checks where required
2. Acceptance of required legal documents
3. Use of trading, portfolio, or product workflows
4. Support through published channels
5. Ongoing notices when terms or material features change

Support interactions may be recorded for quality, security, and complaint handling.

6. Fees and costs

Trading fees, financing, spreads, conversion costs, staking or savings parameters, and other charges are shown in the fee schedule and confirmation flows. Review costs before confirming an instruction. See also /fees.

7. Conflicts and conduct

Ohana Capital maintains policies intended to manage conflicts of interest, market abuse risks, and employee conduct. Material platform rules appear in the Terms of Service and Compliance Policy.

8. Risks

Trading and yield products involve risk of loss. Leveraged products can magnify losses. Read the Risk Disclosure and, where relevant, the Margin and Leverage Disclosure and Staking and Savings Terms.

9. Complaints

If you are dissatisfied with a service or account outcome, see the Complaints Policy.

10. Document map

Topic	Document
Account use	Terms of Service
Entity / licensing (counsel draft)	Entity and Licensing Scope Framework
Personal data	Privacy Policy
Cookies	Cookie Policy
Vendors / DPAs	Data Processing and Vendor Schedule
Trading risks	Risk Disclosure
Leverage	Margin and Leverage Disclosure
Staking / savings	Staking and Savings Terms
Client money / custody	Client Money and Custody Framework
Execution / liquidity	Execution and Liquidity Framework
Market data	Market Data Notice
AML / KYC procedures	AML and KYC Procedures
Compliance framework	Compliance Policy
Complaints	Complaints Policy
Insurance / retention / escalation	Insurance, Retention, and Escalation Schedule
Continuity	Business Continuity Plan Summary
CH / EU / UK / US themes	Jurisdictional Disclosure Matrix