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  1. Legal
  2. /Risk Disclosure

Risk Disclosure

Material market, leverage, execution, product, technology, and loss risks associated with platform products.

Document type
Required account agreement
Category
Risk and product disclosures
Version
2026-08-24
Effective
August 24, 2026
Issued by
Ohana Capital AG

Notice

Trading financial instruments and digital assets involves substantial risk of loss.
On this page12 sections
  1. 1Purpose of this disclosure
  2. 2Suitability and personal circumstances
  3. 3Market and volatility risk
  4. 4Liquidity and execution risk
  5. 5Leverage and margin risk
  6. 6Instrument-specific risks
  7. 7Operational, technology, and security risk
  8. 8Funding, currency, and counterparty risk
  9. 9Staking and fixed-term product risk
  10. 10Costs and performance
  11. 11Risk-management considerations
  12. 12Acknowledgment

1. Purpose of this disclosure#

This disclosure summarizes material risks associated with the financial-instrument, digital-asset, leveraged-trading, staking, and fixed-term workflows available through the Ohana Capital platform. It cannot describe every risk or predict how risks may combine.

Account balances, positions, execution, funding, and returns are records of platform activity. Ohana Capital does not currently provide custody or route orders to a live execution venue. The risks described here apply in full when evaluating any trading or yield product: trading is not suitable for everyone, capital can be lost, and leveraged losses can develop rapidly.

2. Suitability and personal circumstances#

Before using a product, consider:

  • Your financial situation, objectives, knowledge, and experience
  • The amount you can afford to lose without affecting essential needs
  • Whether you understand the instrument, order, leverage, term, and exit conditions
  • The time available to monitor positions and respond to market events
  • Whether independent financial, legal, or tax advice is appropriate

Platform information and analytics are not a personal recommendation or guarantee of suitability.

3. Market and volatility risk#

Prices may change quickly, unpredictably, and outside normal expectations because of economic data, interest rates, issuer events, regulation, geopolitical events, market sentiment, technology failures, or concentrated trading activity.

Consequences may include:

  • Rapid or complete loss of a position's value
  • Price gaps with no opportunity to transact at an intermediate price
  • Correlations changing during stress
  • Historical performance or models failing to predict future outcomes
  • Orders executing at a price different from the displayed or expected price

4. Liquidity and execution risk#

An instrument may have limited buyers, sellers, market depth, or provider coverage. During volatile or illiquid conditions, an order may be delayed, rejected, partially completed, or completed with slippage.

Stop, limit, and risk-control instructions do not guarantee an execution price. Market closure, suspension, provider disruption, or price gaps may prevent a position from being opened or closed when intended.

5. Leverage and margin risk#

Leverage magnifies market exposure relative to committed capital. A small adverse movement may produce a significant loss, reduce available margin, trigger automatic position reduction, or close positions without further instruction.

Margin requirements and risk thresholds may change with market conditions. Maintaining a position may require additional available funds, and liquidation can occur during rapid movement before a user can respond.

6. Instrument-specific risks#

6.1 Stocks and exchange-traded products#

Risks include issuer performance, corporate actions, sector concentration, suspension, delisting, dividend changes, tracking error, and limited after-hours liquidity.

6.2 Foreign exchange#

Currency prices are affected by interest rates, central-bank action, political events, capital controls, and differing market sessions. Weekend gaps, rollover, and conversion exposure may affect results.

6.3 Digital assets#

Digital assets may experience extreme volatility, fragmented liquidity, protocol changes, custody or provider failures, cyber incidents, forks, network congestion, market manipulation, and rapidly changing legal treatment. Consumer protections may be limited.

6.4 Commodities#

Commodity prices may react to weather, storage, transport, geopolitics, supply disruptions, seasonality, and derivatives-market conditions.

7. Operational, technology, and security risk#

Platform access may be interrupted or degraded by maintenance, internet connectivity, user devices, software defects, provider outages, cyber events, market-data errors, or unusually high activity.

Account takeover, phishing, credential reuse, compromised devices, and loss of authentication access can cause unauthorized activity. Consider enabling multi-factor authentication and verify communications before acting.

8. Funding, currency, and counterparty risk#

Bank transfers, withdrawals, conversions, and settlement depend on financial institutions, payment providers, verification, cut-off times, and reconciliation. Funds may be delayed, returned, restricted, or converted at a different rate than expected.

Reliance on a bank, market-data provider, infrastructure provider, protocol, issuer, or other third party creates counterparty and service-continuity risk.

9. Staking and fixed-term product risk#

Staking and fixed-term products can involve:

  • Lock, maturity, and unbonding periods during which assets are unavailable
  • Variable rates or rewards that differ from projections
  • Protocol, validator, slashing, provider, and smart-contract risks
  • Market loss while an asset cannot be sold
  • Early-exit restrictions or loss of accrued benefits
  • Tax and legal treatment that varies by jurisdiction

An advertised or calculated annual percentage yield is not a guarantee of actual return.

10. Costs and performance#

Spreads, commissions, financing, conversion, network, or product charges can reduce returns. Review the costs displayed for an instrument, transaction, or product before confirming it.

Portfolio values and performance figures may include unrealized amounts, delayed prices, estimates, or illustrative history. They should not be treated as guaranteed liquidation proceeds or future performance.

11. Risk-management considerations#

Risk cannot be removed, but you may reduce avoidable exposure by:

  • Understanding a product before committing funds
  • Using position sizes consistent with your risk capacity
  • Avoiding excessive leverage and concentration
  • Reviewing available cash, reserved funds, and open exposure
  • Monitoring positions and account notifications
  • Maintaining secure credentials and current contact information
  • Keeping independent records and seeking advice when uncertain

No control, diversification method, stop instruction, or monitoring practice guarantees against loss.

12. Acknowledgment#

By accepting this disclosure, you acknowledge that:

  • You have reviewed the material risk categories described above
  • Trading and yield products can result in substantial or complete loss
  • Past or hypothetical performance does not predict future results
  • You are responsible for your instructions and product selections
  • You will not use funds that you cannot afford to place at risk
  • You will seek independent advice if you do not understand a product or risk

Questions about this document?

Contact Ohana Capital AG and include the document title and version in your message.

Contact support

Related documents

Account agreements

  • Service Relationship Summary
  • Terms of Service
  • Privacy Policy
  • Cookie Policy

Risk and product disclosures

  • Margin and Leverage Disclosure
  • Staking and Savings Terms
  • Liquidity Advance Terms

Client protection

  • Complaints Policy
  • Client Money and Custody Framework
  • Insurance, Retention, and Escalation Schedule

Company and regulation

  • Entity and Licensing Scope
  • Jurisdictional Disclosures
  • Compliance Policy
  • AML and KYC Procedures

Platform and data operations

  • Execution and Liquidity Framework
  • Market Data Notice
  • Data Processing and Vendor Schedule
  • Business Continuity Plan Summary

Version 2026-08-24 · Effective August 24, 2026

© 2026 Ohana Capital AG. All rights reserved.

On this page

  1. 1Purpose of this disclosure
  2. 2Suitability and personal circumstances
  3. 3Market and volatility risk
  4. 4Liquidity and execution risk
  5. 5Leverage and margin risk
  6. 6Instrument-specific risks
  7. 7Operational, technology, and security risk
  8. 8Funding, currency, and counterparty risk
  9. 9Staking and fixed-term product risk
  10. 10Costs and performance
  11. 11Risk-management considerations
  12. 12Acknowledgment

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OHANA CAPITAL

Ohana Capital AG · Strehlgasse 27, 8001 Zürich · UID CHE-114.729.131

Belangrijke informatie

  1. Ohana Capital AG is een Zwitserse vennootschap die is ingeschreven in het handelsregister van het kanton Zürich (UID CHE-114.729.131). Inschrijving in het handelsregister houdt op zichzelf geen vergunning in voor het aanbieden van financiële diensten. Ohana Capital beschikt in geen enkel rechtsgebied over een vergunning als bank, effectenonderneming of beleggingsonderneming, tenzij die vergunning is vermeld in de Jurisdictionele Vermeldingen en onder de rubriek Entiteit en Toepassingsgebied van de Vergunning.
  2. Ohana Capital heeft momenteel geen klantactiva in bewaring en stuurt geen orders door naar een daadwerkelijke uitvoeringsplaats. Saldi, posities, uitgevoerde orders en rendementen die op het platform worden weergegeven, zijn registraties van platformactiviteiten; zij vormen geen bewijs van gescheiden klantactiva en worden niet beschermd door een depositogarantie of een beleggerscompensatieregeling. Zie Klantgeld en Bewaring.
  3. Kosten, spreads, financieringskosten en andere kosten zijn afhankelijk van het product, de rekening en de order en worden uiteengezet in het overzicht Kosten en tarieven. Daarnaast kunnen er netwerk-, conversie- en kosten van derden van toepassing zijn.
  4. Handelen met hefboomwerking en op basis van marge brengt hoge risico’s met zich mee. Een kleine koersschommeling kan leiden tot een snel of volledig verlies van het kapitaal dat in een positie is ingezet, en bij sommige producten kunnen de verliezen dit bedrag zelfs overschrijden. Margestortingen, handelsblokkades en liquidaties worden behandeld in de informatie over marge en hefboomwerking.
  5. De weergegeven APY, APR, beloningen en eindwaarden voor staking en termijndeposito’s zijn productparameters voor het geselecteerde activum en de geselecteerde looptijd; zij vormen geen garantie voor toekomstige prestaties, tenzij uitdrukkelijk vermeld dat deze vaststaan voor een bevestigde plaatsing. Geblokkeerde saldi kunnen onderworpen zijn aan ontbindingsperiodes, boetes bij vervroegde opname of verbeurdverklaring overeenkomstig de Voorwaarden voor staking en termijnspaartegoeden.

Marktinformatie kan vertraagd of onvolledig zijn, of afkomstig zijn van derden, en wordt uitsluitend ter beschikking gesteld voor gebruik op het platform. De toegang tot het platform kan beperkt of onbeschikbaar zijn tijdens piekuren, marktvolatiliteit, onderhoud of systeemupgrades. Lees de risicowaarschuwing en de gebruiksvoorwaarden voordat u gebruikmaakt van de diensten van het platform.

Risicowaarschuwing:Handelen brengt een hoog risico met zich mee en u kunt een verlies lijden dat groter is dan het bedrag dat u hebt belegd. In het verleden behaalde resultaten van producten die op deze website worden beschreven, zijn geen betrouwbare indicator voor toekomstige resultaten. Alle informatie of adviezen op deze website zijn van algemene aard en zijn opgesteld zonder rekening te houden met uw doelstellingen, financiële situatie of behoeften. Voordat u actie onderneemt op basis van informatie of adviezen op deze website, dient u te overwegen of deze, en eventuele relevante producten, geschikt zijn voor uw omstandigheden, en wij raden u aan om indien nodig onafhankelijk advies in te winnen. Zorg ervoor dat u de risico’s volledig begrijpt en neem passende maatregelen om uw risico’s te beheersen. De informatie op deze website is niet gericht op inwoners van landen of rechtsgebieden waar de verspreiding of het gebruik ervan in strijd zou zijn met lokale wet- of regelgeving.

© 2026 Ohana Capital AG. Alle rechten voorbehouden. Ohana Capital is de product- en handelsnaam die wordt gebruikt door Ohana Capital AG.

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