WTS

World Trade Securities

Investor Relations — Secure Onboarding Portal
01
Classification
02
Profile
03
Financials
04
Documents
05
KYC / AML
06
Execute
07
Wire Instructions
Step 01 — Investor Classification

Accreditation &
Eligibility

World Trade Securities L.P. accepts investments exclusively from eligible investors under applicable US securities laws. As a New York-domiciled fund, we operate under SEC Regulation D. UK investors participate as eligible counterparties under FCA guidelines.

Accredited Investor (US) / High Net Worth Individual (UK)Net worth exceeding $1M USD (excluding primary residence), or annual income exceeding $200K USD for each of the prior two years
Qualified Client / Sophisticated InvestorAt least $2.2M USD in investable assets or net worth
Qualified PurchaserOwns not less than $5M USD in investments as defined under the US Investment Company Act of 1940
Institutional / Professional InvestorRegulated financial institution, pension fund, family office, or entity qualifying as a QIB ($100M+ AUM) or FCA-regulated Professional Client
Non-US Person / UK / International InvestorInvesting from outside the United States pursuant to SEC Regulation S. No US tax residency.
Individual / Natural Person
Joint Account
Trust / Estate
Corporation / LLC / Ltd
Partnership / LLP
Pension Fund / Foundation
Step 02 — Investor Profile

Personal
Information

Provide your legal name and contact details exactly as they appear on your government-issued identification. This information will appear on all executed fund documents.

UK Investors: Please provide your National Insurance Number (NINO) or Unique Taxpayer Reference (UTR) in place of a US Social Security Number. If you are also a US person, please provide both. All tax information is encrypted and held in strict confidence.

AES-256 encrypted. Required for HMRC / IRS regulatory compliance.
Step 03 — Financial Profile

Investment Objectives
& Suitability

This information allows us to assess investment suitability and confirm alignment with the fund's strategy. World Trade Securities L.P. has a minimum investment of $10,000,000 USD.

All investments must be made in USD.
BalancedModerate growth with controlled drawdown
GrowthHigher return targets, accepts meaningful volatility
AggressiveMaximum return focus, full drawdown tolerance
OpportunisticConcentrated, asymmetric positions — highest conviction only
Step 04 — Legal Documents

Review Fund
Documents

Please review each document carefully and acknowledge receipt. You must acknowledge all four documents before proceeding. These govern the terms of your investment.

Important: These are legally binding documents governed by the laws of the State of New York. By acknowledging receipt, you confirm you have read, understood, and agree to be bound by their terms. UK investors: these documents are prepared under US law and are not regulated by the FCA. We strongly recommend seeking independent legal counsel before signing.

Private Placement Memorandum (PPM)
World Trade Securities L.P. · Confidential · Version 2026.1 · New York Law
Limited Partnership Agreement (LPA)
World Trade Securities L.P. · Governing Document · 2026 · Delaware LP Structure
Subscription Agreement
Investor representations, warranties, and subscription terms · 2026
Anti-Money Laundering (AML) Policy & Acknowledgment
FinCEN / FATF compliant · AML/CFT procedures · Required for all investors
Step 05 — KYC / AML Verification

Identity & Source
of Funds

Upload clear, complete copies of each required document. Files are AES-256 encrypted upon receipt and stored on isolated secure infrastructure accessible only to WTS compliance personnel.

🔒

All uploads are encrypted immediately. Documents are never stored in plain text. We comply with FinCEN (US), FATF, and applicable UK/international AML standards. Accepted formats: PDF, JPG, PNG · Max 20MB per file.

Government-Issued Photo ID
Passport (strongly preferred), National Identity Card, or UK Driving Licence — valid and unexpired
Required

Drop file here or click to upload

PDF, JPG, PNG · Max 20MB

Proof of Residential Address
UK bank statement, council tax bill, utility bill, or HMRC correspondence — issued within 90 days
Required

Drop file here or click to upload

PDF, JPG, PNG · Max 20MB

Source of Funds / Wealth Documentation
UK bank or investment statement, solicitor letter, or audited accounts evidencing the source of your investment capital
Required

Drop file here or click to upload

PDF, JPG, PNG · Max 20MB

US Tax Form — W-8BEN (Non-US Persons)
UK investors: completed Form W-8BEN (Certificate of Foreign Status). US persons: Form W-9 required instead.
Required

Drop file here or click to upload

PDF, JPG, PNG · Max 20MB

The following declarations are required under US Bank Secrecy Act (BSA), FinCEN regulations, and international FATF anti-money laundering standards. UK investors: these declarations also satisfy equivalent requirements under the Proceeds of Crime Act 2002 (POCA) and Money Laundering Regulations 2017.

Step 06 — Execute & Sign

Subscription
Execution

By signing below, you execute your Subscription Agreement with World Trade Securities L.P. and confirm that all representations made during this onboarding are true, complete, and not misleading in any material respect.

This electronic signature constitutes a legally binding signature under the US Electronic Signatures in Global and National Commerce Act (E-SIGN Act) and the UK Electronic Communications Act 2000. Your submission is timestamped and encrypted. A countersigned copy will be returned via secure email within 3–5 business days.

Use mouse or touch to sign in the area below
OR TYPE YOUR SIGNATURE
Step 07 — Capital Contribution

Wire Transfer
Instructions

Your subscription has been submitted. Please review the wire instructions below carefully. Do not transfer funds until you have received your countersigned Subscription Agreement via email.

Subscription Received. Your reference number is WTS-2026-0000. Our compliance team will review your documents and return countersigned agreements within 3–5 business days. Wire instructions will be confirmed in that email — the details below are for your reference only until then.

🏦

Domestic & International Wire Instructions

JPMorgan Chase Bank, N.A. · New York, United States

Beneficiary Name
World Trade Securities L.P.
Exact name — must match precisely on wire
Beneficiary Address
430 Park Avenue
New York, NY 10017, United States
Bank Name
JPMorgan Chase Bank, N.A.
National Association — Federally chartered
Bank Address
270 Park Avenue
New York, NY 10017, United States
Account Number
923167511
ABA Routing Number (US Domestic)
021000021
SWIFT / BIC Code (International)
CHASUS33
Use for all international SWIFT wires
Currency
USD — US Dollars
All capital contributions must be received in USD.
Payment Reference — Include on All Wires
WTS-2026-0000

Important — Please Read Before Wiring: Do not transfer any funds until you have received your countersigned Subscription Agreement from World Trade Securities LLC. Once you receive that email, include your reference number (WTS-2026-0000) in the wire payment details. All funds must arrive in USD. For questions, contact [email protected] or call +1 (646) 938-7510 before initiating any transfer.

For international wires, use SWIFT code CHASUS33 with the account number above. Include your reference number on all wires. If your bank asks for an IBAN: JPMorgan Chase does not use IBAN for USD accounts — the account number and SWIFT code are sufficient.

What Happens Next

Now
Subscription Submitted
Your application has been received. A confirmation email will be sent to your registered address within 1 hour.
Within 24 Hours
Compliance & KYC Review
Our compliance team reviews your identity documents, AML declarations, and suitability information. We may contact you if additional documentation is required.
3 — 5 Business Days
Countersigned Documents Returned
Upon approval, your countersigned Subscription Agreement and LP Agreement are returned via encrypted email. Wire instructions are formally confirmed in this email.
Upon Receipt of Countersigned Docs
Initiate Capital Wire
Wire your capital contribution to JPMorgan Chase using the instructions above. Include your reference number. Notify us at [email protected] once the wire has been sent.
Upon Funds Receipt
Capital Confirmed — You're In
Once funds are received and cleared, your Limited Partner capital account is activated. You will receive your first capital account statement and investor portal access within 5 business days.

Investor Relations

Our team is available Monday–Friday, 9am–6pm EST. UK investors: we are available until 11pm GMT / BST.

[email protected] +1 (646) 938-7510
430 Park Avenue
New York, NY 10017

Onboarding Complete

Thank you for investing with World Trade Securities L.P. Your subscription has been submitted and is under review. You will receive a confirmation email within 1 hour and countersigned documents within 3–5 business days.

Your Subscription Reference Number
WTS-2026-0000
🏦

Wire Instructions Summary

Do not wire until countersigned documents are received

Beneficiary
World Trade Securities L.P.
Bank
JPMorgan Chase Bank, N.A.
Account Number
923167511
ABA Routing (US)
021000021
SWIFT / BIC (International)
CHASUS33
Payment Reference
WTS-2026-0000
⚠ Do not wire funds until you receive your countersigned Subscription Agreement. Always include your reference number on the wire. For questions: [email protected] · +1 (646) 938-7510

What Happens Next

Now
Subscription Submitted
Confirmation email sent to your registered address within 1 hour.
Within 24 Hours
Compliance Review
KYC, AML, and suitability review by our compliance team.
3 — 5 Business Days
Countersigned Documents
Executed Subscription Agreement returned via secure email. Wire instructions formally confirmed.
After Countersigned Docs
Initiate Capital Wire
Wire $USD to JPMorgan Chase. Reference number must appear on wire. Notify us once sent.
Upon Funds Clearance
LP Account Activated
Capital account statement and investor portal access issued within 5 business days.
ADMIN — RESTRICTED
Overview
◈ Dashboard
↗ All Investors
⏱ Pending Review
Operations
📄 Documents
🔒 KYC / AML
💸 Capital Received
✉ Communications
Settings
⚙ Fund Settings
👤 User Management
← Exit Admin

Investor Dashboard

World Trade Securities L.P. · Fund I · Real-time onboarding status
Total Investors
12
4 new this month
Onboarding Complete
7
5 in progress
Capital Committed
$84M
USD · Subscribed
KYC Pending
3
Requires action
InvestorReferenceAmountClassKYCWireStatusDate
James D. HarringtonWTS-2026-0001$10,000,000QPVerifiedReceivedCompleteMar 02
Priya Mehta-ChandranWTS-2026-0002$15,000,000QCVerifiedReceivedCompleteMar 08
Marcus Al-RashidWTS-2026-0003$25,000,000QPIn ReviewAwaitingPendingMar 15
Sophie LaurentWTS-2026-0004$10,000,000AIVerifiedReceivedCompleteMar 19
Robert T. Weston IIIWTS-2026-0005$12,000,000AIPendingNot SentIncompleteApr 01
Ahmed Al-MansouriWTS-2026-0007$22,000,000QPVerifiedReceivedCompleteApr 07