Are you interested in investing?
Becoming a client with us is simple, and we guide you through the entire process.
1. Sign the agreement
You start by completing your application for a discretionary management agreement with Chelton. We then carry out the necessary checks, such as KYC and AML.
2. Open an account
The next step is to apply to open an account with our partnering broker. As part of the application process, your experience and knowledge of financial instruments will be assessed. Once your application has been approved, you transfer the desired amount to your account.
3. Start the management
Once both your application with Chelton and the broker have been approved and you have funded your account, we link your account to ours. From that point on, we manage your portfolio on your behalf, and the positions we buy and sell in our account are automatically mirrored in yours.
Application for Chelton Weatlh
