Managing your money in the forex market is more than just buying and selling investments - it’s understanding every need for this money.

Understanding your total financial picture is critical before we can appropriately manage your money in a way that meets both your financial objectives, as well as your personal expectations.

In an effort to accomplish this, we have an on-boarding process that makes the decisions smooth and simple.

1^st Step - “Get to know you and us meeting”
Via a phone meeting, we would like to introduce ourselves and learn more about you. We want to understand your current financial goals, including your present and prior investment experiences.

This meeting gives us the opportunity to share our ideals on investing in forex and explain why we do what we do. We ask you to sleep on it, and get back to us when you’re ready.

2^nd Step - “Compliance Paperwork”
During this process, we will request your completed VCG compliance documents returned to us for review and processing. We will need your:

1. Signed Acknowledgement of our disclosure document (please return LAST PAGE ONLY)
2. Signed Management Agreement - all pages returned (based on CTA program chosen)
3. Client questionnaire - all pages returned

These items help VCG complete the necessary compliance and anti-money laundering procedures that help ensure that all our clients understand the investment they are intending to initiate. This time also allows VCG to complete the necessary checks to ensure we ’know our client’ and make certain that the funds intending to be invested are not laundered in any way.

Step 3 - “Moving Forward - Application and Funding”
Once our compliance review is complete, we will then forward the necessary applications to begin the process of opening your broker account.

After all accounts are opened and assets are in place, we begin management on your behalf, via the Limited Power of Attorney authorization provided to your broker. Throughout the course of the year, you can expect to receive various communications from us including:

• Monthly Performance Updates
• Quarterly foreign exchange financial newsletter
• Quarterly webinar invites to hear and see what we’re thinking and doing
• Periodic reviews of your accounts and financial advisory services

Step 4 - “Cruise Control”
Going forward, you will have the peace of mind that your accounts are being managed by professional managers, whose teams and automated trading systems monitor the markets 24 hrs/day, 5.5 days a week.

To get started with our 1st Step, please email stephenhart@vcgforex.com to schedule a day and time for our first phone meeting.