Vested Finance: Legal Documents

Vested Finance Inc.

• Privacy Policy
• Terms of Service
• Form CRS Document
• Solicitor’s Written Disclosure
• ADV Part 2
• Fee Schedule

VF Securities Inc.

• VF Securities – Customer Agreement
• VF Securities – Business Continuity Plan
• VF Securities – Use and Risk Disclosures
• Fully Paid Securities Lending – Master Agreement
• Fully Paid Securities Lending – Risk Disclosures

DriveWealth, LLC

• DriveWealth Customer Agreement
• SEC Rule 606 – Report Disclosure

If you require anymore information related to DriveWealth, our Broker Dealer partner, please visit: https://legal.drivewealth.com/

SBM Bank India

• Savings Account – Terms and Conditions
• Remittance – Terms and Conditions