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  1. Legal
  2. /Service Relationship Summary

Service Relationship Summary

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

Document type
Information policy
Category
Account agreements
Version
2026-08-24
Effective
August 24, 2026
Issued by
Ohana Capital AG
On this page10 sections
  1. 1Purpose
  2. 2Who we are
  3. 3What services the platform provides
  4. 4What this relationship is not
  5. 5How you interact with us
  6. 6Fees and costs
  7. 7Conflicts and conduct
  8. 8Risks
  9. 9Complaints
  10. 10Document map

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 Entity and Licensing Scope
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 Disclosures

Questions about this document?

Contact Ohana Capital AG and include the document title and version in your message.

Contact support

Related documents

Account agreements

  • Terms of Service
  • Privacy Policy
  • Cookie Policy

Risk and product disclosures

  • Risk Disclosure
  • Margin and Leverage Disclosure
  • Staking and Savings Terms
  • Liquidity Advance Terms

Client protection

  • Complaints Policy
  • Client Money and Custody Framework
  • Insurance, Retention, and Escalation Schedule

Company and regulation

  • Entity and Licensing Scope
  • Jurisdictional Disclosures
  • Compliance Policy
  • AML and KYC Procedures

Platform and data operations

  • Execution and Liquidity Framework
  • Market Data Notice
  • Data Processing and Vendor Schedule
  • Business Continuity Plan Summary

Version 2026-08-24 · Effective August 24, 2026

© 2026 Ohana Capital AG. All rights reserved.

On this page

  1. 1Purpose
  2. 2Who we are
  3. 3What services the platform provides
  4. 4What this relationship is not
  5. 5How you interact with us
  6. 6Fees and costs
  7. 7Conflicts and conduct
  8. 8Risks
  9. 9Complaints
  10. 10Document map

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OHANA CAPITAL

Ohana Capital AG · Strehlgasse 27, 8001 Zürich · UID CHE-114.729.131

Important information

  1. Ohana Capital AG is a Swiss corporation registered in the commercial register of the Canton of Zürich (UID CHE-114.729.131). Commercial registration does not by itself authorise the offer of financial services. Ohana Capital does not hold a banking, securities-firm, or investment-firm licence in any jurisdiction unless that authorisation is listed in the Jurisdictional Disclosures and the Entity and Licensing Scope.
  2. Ohana Capital does not currently hold customer assets in custody or route orders to a live execution venue. Balances, positions, fills, and returns shown on the platform are records of platform activity; they are not proof of segregated client assets and are not protected by a deposit-guarantee or investor-compensation scheme. See Client Money and Custody.
  3. Fees, spreads, financing charges, and other costs depend on the product, account, and order and are set out in Fees and Costs. Network, conversion, and third-party charges may also apply.
  4. Leveraged and margin-based trading is high risk. A small price movement can cause rapid or complete loss of the capital committed to a position, and in some products losses can exceed it. Margin calls, trade blocks, and liquidations are handled under the Margin and Leverage Disclosure.
  5. Displayed APY, APR, rewards, and maturity values for staking and fixed-term savings are product parameters for the selected asset and term, not a guarantee of future performance unless expressly stated as fixed for a confirmed placement. Locked balances may be subject to unbonding periods, early-exit penalties, or forfeiture under the Staking and Fixed-Term Savings Terms.

Market information may be delayed, incomplete, or supplied by third parties and is provided for platform use only. Access to the platform may be limited or unavailable during peak demand, market volatility, maintenance, or system upgrades. Read the Risk Disclosure and Terms of Service before using platform services.

Risk warning:Trading carries a high level of risk, and you may incur a loss that is greater than the amount you invested. Past performance of any product described on this website is not a reliable indicator of future performance. Any information or advice on this website is general in nature and has been prepared without taking into account your objectives, financial situation or needs. Before acting on any information or advice on this website, you should consider whether it, and any relevant product, is appropriate to your circumstances, and we recommend that you seek independent advice if necessary. Please ensure that you fully understand the risks involved and take appropriate care to manage your risk. The information on this website is not directed at residents of any country or jurisdiction where its distribution or use would be contrary to local law or regulation.

© 2026 Ohana Capital AG. All rights reserved. Ohana Capital is the product and trading name used by Ohana Capital AG.

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