InvestaFunds Payment Policy

INVESTAFINANCIAL PAYMENT POLICY

Please read this Payment Policy (referred to as “Payment Policy”, “Policy”) carefully before using any current and future Features, Products, Services and Subscriptions (referred to as “Service”, Services”) operated by InvestaFinancial, Inc. ("We," "Us" and/or "Our")(or an affiliated entity) to any User (referred as “You” and/or “User”).

This Policy, along with the information referenced herein, governs your use of and access to the Services. By checking the "I Accept" information or by otherwise accessing the product/service, you agree to be legally bound by this Payment Policy.

DEPOSITS TO YOUR ACCOUNT

In compliance with the Securities and Exchange Commission’s (SEC) directive, all Cash-in or deposits to your investment account shall only be coursed through regulated entities and channels. The Service provides a list of regulated entities and channels, as well as the turn-around-time (TAT) of actual crediting of the deposits in the investment account in its Deposit tab/page.

WITHDRAWALS FROM YOUR ACCOUNT

Account must be fully verified first, in order to withdraw their funds. You may check the account verification process here

As mandated by the Investment Company Act (ICA), all proceeds from redemption of your mutual fund subscriptions shall be credited to your investment account within seven (7) banking days from the date of redemption and shall be released only to your nominated settlement bank/account.

SUBSCRIPTION TO MUTUAL FUNDS

The service is on “cash-basis” terms, which means the user can only subscribe to mutual fund shares if and only if there is sufficient cash in their investment account to cover the subscription. We are not responsible for the users’ failure to subscribe to mutual fund shares due to insufficient cash in their investment accounts.

TRANSFER OF FUNDS

As per the Securities and Exchange Commission’s (SEC) directive, all funds withdrawn from the users’ investment accounts should go directly to their nominated bank account, hence transfer of funds from one investment account to another is not supported by the service.

USE OF FUNDS

We are licensed as a mutual fund distributor (MFD) hence funds in the investment account shall only be used for the purpose of subscribing to mutual fund shares provided by our mutual fund manager partners. Any other use of the fund shall require the approval of the SEC.