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Are there entry and exit loads? Are there any lock-in periods? Will you charge performance fees?

No and No. You can leave any time you like. You can add money any time you like.

We will not charge any performance fees for clients who sign up in the first three years. For customers who sign up after that, performance fees may apply. (The zero-performance-fee is in the agreement which does not change as long as you have an account with us).



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