A. Overview of Vault Wealth

Overview of Vault Wealth Limited (“Vault”) web application (“product”) and its purpose

The product is a digital wealth management application that allows users to:

  • Create a unique secured login for repeated use.

  • Open an Interactive Brokers (“IBKR”) account in the United States of America (“US”) to act as the user’s custodian and broker/dealer.

  • View and invest in recommended modeled portfolios designed for the user’s long-term financial objectives.

  • View the live performance dashboard with a detailed breakdown of performance and asset allocation.

The purpose of the product is to give clients access to consistent and high-quality investment advice while arranging deals on their behalf directly with IBKR.

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