Management Structure
As a client of Chelton Wealth, you open an individual trading account with the FX broker Axi, where your funds are held. Chelton is then responsible for the discretionary management of the capital in accordance with the Currency Sigma strategy.
Axi – Your Account Holder and Reporting Partner
Axi is your primary point of contact for account management. Your account and funds are held with Axi. They are responsible for all transaction reporting and provide full transparency through real-time monitoring of your investment's performance. Each evening, you receive a Daily Confirmation with detailed information about all transactions executed during the day. A Monthly Statement is also issued and made available via your personal Client Portal at Axi. These documents can also be used as a basis for your tax reporting.
Chelton – Strategy-Based Management
When you sign a management agreement with Chelton, you authorize us to manage the capital in your Axi account according to the Currency Sigma strategy. Once all application documents have been approved and the capital has been transferred, your Client Account is linked to our Managing Account. All positions opened or closed in our account are automatically mirrored in yours, ensuring that you receive the same return as we generate.
Deposits and Withdrawals
There are no lock-in periods or fees for deposits or withdrawals. The investment remains fully liquid, and redemptions can be made immediately via your Client Portal. To ensure the strategy can be executed properly, a minimum account balance of EUR 10,000 is required. In the case of a full redemption, we kindly ask you to notify us so that the link between the accounts can be removed.