Transparency
Information investors can use to understand the client journey, account arrangements, costs and Maryana Capital's corporate and regulatory position.
Client Journey
The steps below explain what happens from the first conversation through ongoing management. The exact legal, account, custody and funding arrangements are confirmed in writing for the applicable mandate before you commit capital.
You discuss your objectives, investment experience, time horizon, liquidity needs, financial circumstances, risk tolerance and capacity for loss. Maryana considers whether the proposed service and strategy are suitable for your circumstances.
Before investing, you receive the applicable agreements, risk and fee information, account and custody details, withdrawal terms and other required documentation. Identity, source-of-funds and other AML/KYC checks must also be completed.
Funding instructions, the institution receiving the assets and the applicable account structure are confirmed in your client documentation before any transfer. Investments are then implemented in accordance with the agreed mandate and applicable documentation.
The relationship includes portfolio monitoring, plain-language reporting, scheduled reviews and access to your adviser. Client information and suitability are reviewed periodically and when a material change in circumstances is identified, where applicable.
Client assets are held and administered according to the account and custody arrangements described in the applicable client documentation. Before committing capital, clients receive information about the account structure, custody arrangements and institutions involved. The current public website does not identify a single custodian or account institution because the applicable arrangement has not been confirmed here.
Maryana Capital's custody status is not stated in the currently verified public information. Clients should rely on the applicable client agreement and account or custody documentation, which identify who holds and administers assets and the role of each institution before any capital is transferred.
Cost Disclosure
Transparency matters. Before committing capital, clients receive the applicable information regarding investment strategy, risks, fees, account structure, custody arrangements and withdrawal terms.
Discretionary mandates use an asset-based fee. The applicable rate, calculation method, billing frequency and any other terms depend on the mandate and are set out before investment in the applicable agreement and fee disclosure.
The current website does not state that a performance fee applies. Whether any performance-based fee applies to a particular mandate must be confirmed in the applicable fee disclosure and client agreement before investment.
Advisory engagements are structured as retainer or project fees. The amount, scope and payment terms are documented before the engagement begins.
Whether trading commissions, brokerage charges, exchange or regulatory fees, product expenses, or account and administrative costs apply depends on the account, investments and institutions involved. Applicable charges are disclosed before capital is committed or a strategy is implemented.
Depending on the strategy, account and executing institution, options transactions may involve commissions, bid/ask spreads, exchange or regulatory fees, brokerage charges and other transaction-related costs. Only the costs applicable to the proposed mandate should be relied upon; these are disclosed before implementation. Options are complex and involve risk, including loss of premium and, for certain structures, obligations exceeding the premium received.
Review risk disclosureInvestor Checklist
You should not commit capital until you have received, reviewed and understood the applicable agreements, disclosures, fees, risks and account arrangements.
Legal name, incorporation, business number and registry identifiers.
Corporate detailsRegistration status, scope of registration and applicable jurisdictions.
Regulatory statusMaterial investment, options, leverage and market risks in full.
Read disclosuresHow personal information is collected, used, stored and protected.
Privacy policyIdentity verification and anti-money-laundering obligations we apply.
AML & KYCHow concerns are escalated, reviewed and responded to in writing.
Complaint processWebsite terms of use and the limits of information published here.
Terms of useOur commitment to accessible digital communication and AODA alignment.
AccessibilityHow investors can confirm our status before engaging the firm.
How to verifyBefore engaging Maryana Capital or making any investment decision, investors should independently verify the firm's current registration status, applicable regulatory permissions and the suitability of any investment strategy for their circumstances.
Independent verification does not replace professional advice or the firm's applicable onboarding and suitability processes.
