Can you withdraw your consent to be treated as a Professional Investor after you have signed the Opt-In Form, and what are the consequences?
Yes, you can withdraw your consent to be recognised as an PI with us at any time.
You can do this by filling in the Opt-In Withdrawal Form and sending it to support@stashawayhk. It may take up to 7 business days for us to process your request. For the avoidance of doubt, the Opt-In Withdrawal Effective Date will be the date when your Opt-In Withdrawal Form is being processed by us.
In the event that you withdraw your consent, StashAway will not be able to treat you as a PI with effect from the Opt-In Withdrawal Effective Date. Generally, non-PIs may have access to a limited range of financial products and services as compared to those available to an PI. Some of our products and services may not be available to persons who are non-PI.
However, subject to any other rights that StashAway may have under the applicable terms and conditions governing your account, investments, holdings, and/or dealings prior to the Opt-In Withdrawal Effective Date will not be affected solely by virtue of you withdrawing your consent from being treated as an PI. You will still be able to hold on to your existing investments. However, if you would like to, make new subscriptions, receive information or advice on new PI-only products, or switch out existing PI-only investments on or after the Opt-In Withdrawal Effective Date, we will not be able to accept such requests or transactions.
StashAway shall not be liable to you under any circumstances for any losses that you may suffer as a result of you opting out from being treated as an PI.