Swiss Mont Wealth’s Fund Segregation
Your security is our top priority at Swiss Mont Wealth. We ensure this by carefully separating our customers’ accounts from Swiss Mont Wealth’s accounts to provide maximum protection for your funds.
Our commitment to your security goes further. We rigorously vet our banking partners and ensure that all customer funds are held with reputable banks based in the EU. Your safety in the financial markets is our primary goal.
Supervision
The security of traders is of utmost importance to Swiss Mont Wealth. We are under strict regulatory supervision and comply with all regulatory requirements such as capital adequacy standards and anti-money laundering measures. Additionally, we go a step further by maintaining additional capital on our accounts to protect our customers’ investments. These measures are further reinforced by annual audits conducted by an independent auditing firm.
Personalized Training Sessions
At Swiss Mont Wealth, we want our traders to operate safely and effectively in the markets by mastering the right trading techniques. Therefore, we offer individual training sessions with experienced market analysts to support you. Your Swiss Mont Wealth trading expert is available to assist you with your trades and provide (with your consent) feedback on past trading activities. Simply contact your account manager if you need a session, and you will receive a 30-minute one-on-one session with your trading expert.
Promotional Funds
When you open a trading account with Swiss Mont Wealth, you have the opportunity to receive a bonus on your investment. This bonus will initially be displayed as a “floating bonus.”
To unlock this additional amount, you must engage in trading activities with a cumulative volume equivalent to 30 times the value of the bonus.
If this process seems complicated, don’t hesitate to contact our top-notch customer support team. We are available 24 hours a day, 5 days a week, to assist you with all necessary steps to secure your bonus.
Please note that bonus terms and conditions apply.
Volume-Based Cashback
To receive your cashback volume, you must meet or exceed the trading thresholds specified in the requirements for your Premium Account (see table above for details). Your cashback volume is calculated based on your CFD trades and other positions. Please note that special conditions apply, which you can find here.
The last 7 days of the month are crucial as they determine whether your account maintains the required minimum balance to continue benefiting from the bonus. Falling below this threshold may result in the loss of bonus privileges. For details on your minimum balance, please refer to the table above or speak with one of the Swiss Mont Wealth account managers.
Additionally, you must not withdraw any funds from your account within the first 30 days after receiving your cashback. Any withdrawals during this period will result in the reversal of your cashback, with the withdrawn amount being deducted from your overall balance.
No factors related to other promotions or bonuses will be considered in the calculation of your cashback volume. Please note that buy and sell positions you hold for the same instrument or asset class with identical expiration times will be treated as separate trades for calculation purposes.
Bonus on Trades
When you sign up for a Premium Trading Account with Swiss Mont Wealth, you may receive a trading bonus on your account. This bonus will be unlocked once you have completed trading activities worth 30 times the bonus volume.
To ensure fairness, the symmetrical method is applied, which ensures that all account movements are proportional to the value of the bonus.
If you encounter any difficulties, you can always contact the Swiss Mont Wealth customer team, who will be happy to assist you.
- Total Account Balance:
The balance displayed on your trading dashboard represents your account balance and serves as the basis for initiating trades.
- Aggregated Bonus Account Balance:
This balance is a component of your Swiss Mont Wealth trading account, which you can only access once the minimum trading requirements are met. It includes all active bonuses with their respective gains and losses, which are factored into the calculation. As long as the required trading volume is not reached, the bonus funds may not be used for stock trading.