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/CryptoDaily/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 [ ] AnnuallyMethod:
[ ] 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:
______________________________________________
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