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  1. Legal
  2. /Terms of Service

Terms of Service

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

Document type
Required account agreement
Category
Account agreements
Version
2026-08-24
Effective
August 24, 2026
Issued by
Ohana Capital AG
On this page14 sections
  1. 1Acceptance and scope
  2. 2Eligibility
  3. 3Invited access and security
  4. 4Platform services
  5. 5Orders, positions, and transactions
  6. 6Funding, withdrawals, and fees
  7. 7Staking and fixed-term products
  8. 8Prohibited conduct
  9. 9Intellectual property
  10. 10Risk and no advice
  11. 11Availability and responsibility
  12. 12Suspension, closure, and outstanding obligations
  13. 13Changes to these Terms
  14. 14Applicable terms and dispute rights

1. Acceptance and scope#

These Terms of Service govern access to and use of the Ohana Capital website and authenticated platform made available by Ohana Capital AG. The platform provides market, portfolio, risk, reporting, security, and operator-managed financial workflows.

The platform currently operates ahead of live market launch: Ohana Capital does not yet provide custody or execute live orders, and it does not provide personal investment advice. Each service involving execution will be introduced only after separate legal, regulatory, operating, and product approval, and may be governed by additional terms published at that time.

By using an invited account or a feature that requires acceptance, you confirm that you have reviewed and accepted the current version of these Terms. The Privacy Policy and Risk Disclosure form part of the service relationship.

2. Eligibility#

To use the platform, you must:

  • Be at least 18 and meet the legal age required in your jurisdiction
  • Have legal capacity to enter into binding agreements
  • Be permitted to use the requested service under applicable law
  • Provide accurate, complete, and current account information
  • Complete required identity, suitability, or source-of-funds checks
  • Use the account only for yourself unless written authorization provides otherwise

Access may be unavailable or restricted based on jurisdiction, verification status, product eligibility, risk controls, or legal requirements.

3. Invited access and security#

3.1 Account information#

You are responsible for the accuracy of information submitted through invited access, verification, profile, and support workflows.

3.2 Credentials and access#

You must protect passwords, authentication codes, recovery information, and devices used to access the account. Multi-factor authentication is available in account security settings and should be enabled where appropriate.

You must promptly notify support of suspected unauthorized access. You may not share, transfer, sell, or allow another person to operate your account.

4. Platform services#

The platform may provide market information, order-entry interfaces, portfolio records, managed funding and withdrawal states, news, analytics, staking, and fixed-term product workflows. Displayed balances, positions, returns, credits, and settlements are internal account records.

Market information may be delayed, incomplete, or supplied by third parties. It is provided for platform use and does not constitute investment, legal, tax, or financial advice.

5. Orders, positions, and transactions#

You are responsible for reviewing every displayed instruction, quote, position, balance, and outcome before taking action. Platform records document account activity; they are not evidence that an external payment, custody, settled client-money movement, or executable market transaction occurred.

Orders may be accepted, rejected, delayed, cancelled, or repriced according to validation, liquidity, provider, and risk controls. Orders are not currently routed to a live execution venue.

6. Funding, withdrawals, and fees#

6.1 Deposits and withdrawals#

Availability depends on account status, verification, jurisdiction, product configuration, and current platform controls.

6.2 Costs#

Any fee, spread, financing cost, conversion cost, service charge, or product cost that applies to a transaction or product should be reviewed where it is displayed before confirmation. Costs may vary by instrument, account, provider, currency, or product term.

No fee that is not presented or otherwise agreed should be inferred solely from this document.

7. Staking and fixed-term products#

Staking and fixed-term product workflows apply lock periods, unbonding periods, early-exit restrictions, variable rewards, and maturity treatment to internal account records. Displayed projections are illustrative and are not guaranteed investment returns.

The selected product terms, asset, amount, rate, duration, maturity treatment, and withdrawal conditions shown before confirmation apply in addition to these Terms.

8. Prohibited conduct#

You may not:

  • Use the platform for unlawful, fraudulent, abusive, or deceptive activity
  • Manipulate markets, prices, platform controls, promotions, or account records
  • Circumvent identity, sanctions, funding, withdrawal, security, or risk controls
  • Provide false documents or misleading account information
  • Access another account or share credentials
  • Probe, disrupt, reverse engineer, scrape, or automate the platform except through expressly authorized interfaces
  • Introduce malicious code or interfere with service availability
  • Infringe intellectual-property or privacy rights

9. Intellectual property#

The platform, software, design, content, logos, and Ohana Capital brand are owned by or licensed to Ohana Capital AG. No ownership right is transferred to a user.

You may use the platform only for its intended personal or authorized business purpose. Copying, republishing, modifying, distributing, or commercially exploiting protected material requires prior permission unless applicable law permits otherwise.

10. Risk and no advice#

Trading and yield products involve risk, including loss of capital. You are responsible for determining whether a service or product is appropriate for your circumstances and for obtaining independent advice when needed.

The Risk Disclosure describes material categories of risk but cannot identify every possible event or consequence.

11. Availability and responsibility#

The platform may be interrupted for maintenance, provider failures, market events, security action, or circumstances outside reasonable control. We do not promise uninterrupted, error-free, or continuously available service.

To the extent permitted by applicable law, Ohana Capital AG is not responsible for indirect or consequential loss caused solely by market movement, third-party services, user devices, connectivity, unauthorized credential sharing, or instructions submitted by the user. Nothing in these Terms excludes rights or liability that cannot lawfully be excluded.

12. Suspension, closure, and outstanding obligations#

Access may be limited, suspended, or terminated where reasonably necessary for security, verification, legal compliance, prohibited conduct, material breach, provider restrictions, or protection of users and the platform.

You may request account closure through support. Positions, pending transactions, advances, fees, reserved funds, investigations, and record-retention obligations may need to be resolved before closure or final withdrawal.

13. Changes to these Terms#

Revised Terms are assigned a new version and effective date. Material changes that require acceptance are presented through the legal-acceptance flow before continued access to protected services.

14. Applicable terms and dispute rights#

Jurisdiction-specific rights, governing-law provisions, and dispute procedures may be stated in an applicable account agreement or product offer. Mandatory rights available under applicable law are not limited by this section.

This public version does not impose an arbitration forum or exclusive venue that has not been separately agreed.

Questions about this document?

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

Contact support

Related documents

Account agreements

  • Service Relationship Summary
  • 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. 1Acceptance and scope
  2. 2Eligibility
  3. 3Invited access and security
  4. 4Platform services
  5. 5Orders, positions, and transactions
  6. 6Funding, withdrawals, and fees
  7. 7Staking and fixed-term products
  8. 8Prohibited conduct
  9. 9Intellectual property
  10. 10Risk and no advice
  11. 11Availability and responsibility
  12. 12Suspension, closure, and outstanding obligations
  13. 13Changes to these Terms
  14. 14Applicable terms and dispute rights

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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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