Portal Investment Overview Executive Summary One-Pager Investment Memorandum Investor Deck Due Diligence Resources
Due Diligence Resources

Independent verification, in one place

Every resource referenced across the investor package, with its current verification status, gathered here for the due diligence process.

ResourceDescriptionStatus
Public Myfxbook RecordContinuously published trade-level performance data since November 2024.Verified
MT5 View-Only AccessReal-time, read-only view of trading activity, provided during due diligence.Verified
Broker Regulatory DocumentationT.M. Financials Ltd's FSC Mauritius listing documentation.Available
Insurance DocumentationClient funds insurance certificate, insurer CBC UK Limited.Available
Risk Disclosure (Broker)TAG Markets' general risk warning documentation.Verified
Investment Overview (Version 1.0)Produced by The Wealth Upgrade Capital.Internal
Investment Memorandum (Version 1.0)Produced by The Wealth Upgrade Capital.Internal

Verified — independently verified and reviewed. Available — provided by TAG Markets or during due diligence, not independently verified. Internal — produced by The Wealth Upgrade Capital.

Regulatory status: TAG Markets, operated by T.M. Financials Ltd, is officially listed by the FSC Mauritius as an Investment Dealer; licence number confirmation is pending.