> For the complete documentation index, see [llms.txt](https://docs.satoshiterminal.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.satoshiterminal.io/opening-an-account/discretionary-account-agreement.md).

# Discretiоnary Accоunt Agreement

**1. Account Holder Information**

* **Full Name of Account Holder**:\
  `______________________________________________`
* **Satoshi Terminal Account ID**:\
  `______________________________________________`
* **Contact Information**:
  * Email Address: `_________________________________________`
  * Phone Number: `_________________________________________`

***

**2. Designated Manager Information**

* **Manager/Entity Name**:\
  `______________________________________________`
* **License or Certification (if applicable)**:\
  `______________________________________________`
* **Contact Information**:
  * Email Address: `_________________________________________`
  * Phone Number: `_________________________________________`
* **Relationship to Account Holder**:\
  `______________________________________________`

***

**3. Scope of Discretionary Authority**

* **Activities Permitted Under This Agreement**:
  * `[ ] Asset Allocation Decisions`
  * `[ ] Cryptocurrency Trading`
  * `[ ] Staking and Yield Strategies`
  * `[ ] Margin Trading (if applicable)`
  * `[ ] Other (specify): _______________________________`
* **Prohibited Activities** (if applicable):\
  `______________________________________________`
* **Investment Limits**:
  * Maximum Investment per Trade: `___________ USD/Crypto`
  * Daily/Weekly Trading Limit: `___________ USD/Crypto`
* **Duration of Authority**:
  * Start Date: `__________________________`
  * End Date (if applicable): `__________________________`
  * `[ ] Indefinite Until Revoked`

***

**4. Manager Compensation**

* **Compensation Type**:
  * `[ ] Performance-Based (e.g., percentage of profits)`
  * `[ ] Fixed Fee (e.g., monthly or annual rate)`
  * `[ ] Other (specify): _______________________________`
* **Payment Details**:
  * **Frequency**: `[ ] Monthly [ ] Quarterly [ ] Annually`
  * **Method**: `[ ] Deducted from Account Balance [ ] Separate Invoice`

***

**5. Risk Disclosure and Acknowledgment**

* **Account Holder Declaration**:\
  `[ ] I understand and acknowledge that cryptocurrency investments involve significant risks, including the potential loss of all invested funds.`
* **Indemnity Clause**:\
  `[ ] I agree to hold the manager/entity harmless for any losses resulting from market volatility or other factors beyond their control.`
* **Acknowledgment of Irreversible Transactions**:\
  `[ ] I understand that cryptocurrency transactions cannot be reversed once executed on the blockchain.`

***

**6. Termination Conditions**

* **Agreement Termination by Account Holder**:\
  `[ ] Termination requires written notice of _______ days.`
* **Automatic Termination Triggers**:
  * `[ ] Violation of Terms`
  * `[ ] Inactivity for _______ days.`
  * `[ ] Other (specify): _______________________________`

***

**7. Security Measures**

* **Access Permissions**:
  * `[ ] Full Access`
  * `[ ] Limited to Trading Only`
  * `[ ] View-Only Access for Reports`
* **Multi-Factor Authentication (MFA)**:\
  `[ ] Enabled`\
  `[ ] Not Enabled`

***

**8. Authorization and Signatures**

* **Authorization Statement**:\
  “I, \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ (Full Legal Name), authorize \[Manager/Entity Name] to execute the activities specified in this agreement on my behalf. I confirm that I have reviewed and accept all terms and conditions outlined in this agreement.”
* **Account Holder Signature**:\
  `______________________________________________`
* **Date (MM/DD/YYYY)**:\
  `______________________________________________`
* **Manager/Entity Signature**:\
  `______________________________________________`
* **Date (MM/DD/YYYY)**:\
  `______________________________________________`

***

**9. Terms and Conditions**

* `[ ] I have read and agree to the Satoshi Terminal Terms of Service.`
* `[ ] I understand that failure to comply with platform policies may result in the termination of this agreement.`

***

**10. Internal Use Only (For Satoshi Terminal Staff)**

* **Form Reviewed By (Name and Employee ID)**:\
  `______________________________________________`
* **Review Date/Time**:\
  `______________________________________________`
* **Compliance Status**:
  * `[ ] Approved`
  * `[ ] Rejected`
  * `[ ] Additional Information Required`
* **Comments/Notes**:\
  `______________________________________________`