Evidence at every step.
Advancement follows documented milestones and independent review. Returns, trading activity and referrals do not earn levels.
THE COMPOUND PATH
A relationship that
develops with you.
From the first question to a lasting investment relationship. Understand where you are, what comes next, and the requirements at every stage.
LEVEL 01 / CANDIDATE
Begin with a clear perspective.
Explore the strategy, understand the risks, and request access. Your next step is an eligibility review.
Review access requirements ↗Progression requirements
- Access request recorded
Service scope
- Strategy and risk materials
Services depend on account approval, current standing and an available service plan. Planned benefits are not an active offer.
Clear responsibilities.
A Path level describes the relationship. Eligibility, account standing, fees, liquidity and investment rights are determined separately.
Continuity, not pressure.
Your next step may be a document review or a conversation. A higher level does not require taking more investment risk.