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Pre-IPO deals live
The VFX Wealth Interactive Investment Platform is fully bespoke, built in-house, and designed as the central client experience for private HNW wealth — with a wealth-management dashboard for Fixed and Variable, and IPOFX for Private Equity allocations.
Most wealth platforms are re-skinned third-party software. The VFX Wealth platform is proprietary, designed specifically for the three-pillar model. A single interface through which our clients see their capital, regardless of how many regulated partners sit behind it.
Every VFX Wealth private client sees the same interface — from risk profile selection through to performance, fees, and full control of their strategy. What follows is drawn directly from the live dashboard.
Section 03 · Risk Profiles
Three preset risk bands, each with bounded leverage, drawdown and position sizing. Clients can switch at any time. The active profile caps what the strategy is permitted to do.
Capital preservation focus with tight risk controls. Smaller position sizes, lower leverage and strict drawdown limits.
Balanced growth with moderate volatility. Standard position sizing and leverage — the default configuration.
Maximum return pursuit with elevated volatility. Larger positions and leverage — experienced investors only.
Section 04 · Configuration Controls
Within the selected risk profile, clients fine-tune execution parameters. Every control here is editable by the client and immediately enforced on the MT5 account.
Fine-tune within the bounds of your risk profile
Opt-in behaviours that govern execution
Section 05 · Performance
Every client gets a real-time equity curve and the same key trading metrics we monitor on the desk. All figures are net of performance fees.
Section 06 · Performance Fee Model
No management fee. Fees only accrue on net new profits above the client's high-watermark (HWM). If the strategy doesn’t grow the account, there is no charge.
At onboarding, the HWM equals the opening balance. It only ratchets upward.
Profits accrue on the MT5 account until the billing period closes (quarterly).
25% of net new profit above the HWM is the performance fee. No profit = no fee.
After the fee is charged, the HWM steps up to the new peak. Clients never pay twice on the same profit.
Section 07 · Safety & Transparency
Clients retain full control of the account at all times. The strategy can be paused, positions flattened, or the LPOA revoked — all from the portal.
Halt the strategy with one click. Any open positions continue under your own control.
Close every open position in a single action. Capital is returned to cash.
Fully disconnect the strategy from your account. The MT5 account remains yours.
For the Fixed mandate, the platform surfaces your FCMA SPV position, the defined-return schedule, and the full documentation chain — under the same login as your Variable and Private Equity allocations.
Section 01 · Position Overview
Your subscribed position inside the Corporate Investment Vehicle, with the defined-return profile surfaced alongside coupon schedule and documentation chain.
Section 02 · Distribution Schedule
Every coupon payment is pre-scheduled. Paid distributions ratchet the position; upcoming distributions display their status and expected date.
| Period | Pay date | Gross | Net | Status |
|---|---|---|---|---|
| Q3 2025 | 30 Sep 2025 | £ 11,562.50 | £ 11,562.50 | Paid |
| Q4 2025 | 31 Dec 2025 | £ 11,562.50 | £ 11,562.50 | Paid |
| Q1 2026 | 31 Mar 2026 | £ 11,562.50 | £ 11,562.50 | Paid |
| Q2 2026 | 30 Jun 2026 | £ 11,562.50 | £ 11,562.50 | Upcoming |
| Q3 2026 | 30 Sep 2026 | £ 11,562.50 | £ 11,562.50 | Scheduled |
| Q4 2026 | 31 Dec 2026 | £ 11,562.50 | £ 11,562.50 | Scheduled |
| Q1 2027 | 31 Mar 2027 | £ 11,562.50 | £ 11,562.50 | Scheduled |
| Q2 2027 · Final | 14 Jun 2027 | £ 511,562.50 | £ 511,562.50 | Principal + coupon |
Section 03 · Documentation & Chain
Every document the client needs, on one page — and a clean view of the chain from private client through to the regulated SPV counterparty.
You. Eligible HNW / professional investor, onboarded via VFX Wealth.
ClientAdvisory, suitability, platform access and support. Trading name of Vortex FX Ltd.
AdvisoryCorporate Investment Vehicle, administered by the regulated partner under their permissions.
VehicleQuarterly distributions, ratcheted to the client position, visible on this platform.
OutcomeIPOFX is the dedicated OTC marketplace within the platform. Live ticker UI, institutional-grade company intelligence, and a compliant one-click order flow backed by DocuSign execution — all for eligible private clients.
VFX Wealth Management
IPOFX is a private placement service operated by VFX Wealth, giving qualified investors direct OTC access to Pre-IPO allocations, main-market IPO book-build entries, and secondary trading on listed and pre-listed private positions.
Transactions are fulfilled manually and executed via DocuSign, with full KYC / AML / suitability workflows built around the FSRA Saint Lucia regulatory framework under which Vortex FX Ltd operates.
Curated, institutional-grade deal flow surfaced as live tickers — price, market cap, % change and IOI depth.
One-click BUY / SELL entry initiates an OTC order, routed through compliance and DocuSign execution.
Allocations confirmed via signed subscription docs, with post-listing positions tracked in-portfolio.
VFX Wealth Management
| Company | Price / share | Market cap | 24h change | Trend (30d) | Action |
|---|---|---|---|---|---|
| SPASPACEXSpace Exploration Technologies | $410.00 | $2.1T | +3.46% | BuySell | |
| OPEOPENAIOpenAI Global LLC | $68.40 | $340B | +5.14% | BuySell | |
| STRSTRIPEStripe, Inc. | $27.80 | $70B | −1.20% | BuySell | |
| ANTANTHROPICAnthropic PBC | $94.20 | $183B | +8.72% | BuySell | |
| REVREVOLUTRevolut Ltd. | $880.00 | $65B | +2.05% | BuySell | |
| DATDATABRICKSDatabricks Inc. | $73.50 | $62B | +4.61% | BuySell | |
| KLAKLARNAKlarna Bank AB | $46.20 | $15B | −0.88% | BuySell | |
| CANCANVACanva Pty Ltd. | $115.00 | $40B | +1.95% | BuySell |
Investor submits BUY or SELL via the platform. Order is locked with the displayed reference price.
System validates KYC, AML, source-of-wealth and sophisticated-investor status.
Subscription agreement and risk disclosure are auto-populated and dispatched to the investor.
Once signed, allocation is booked, confirmation letter issued, and position appears in portfolio.
On IPO, positions migrate seamlessly to the secondary view with live pricing.
VFX Wealth Management
IPOFX is operated by VFX Wealth, a division of Vortex FX Ltd, a Saint Lucia licensed FX & CFD brokerage regulated by the Financial Services Regulatory Authority (FSRA).
The platform facilitates OTC placements of private-equity and pre-listing allocations. All deals are structured as manual placements with documentation executed via DocuSign.
IPOFX is not a public exchange, and allocations are not listed securities until the underlying company completes its initial public offering.
IPOFX is strictly available to sophisticated and / or high-net-worth investors. Every onboarding investor is assessed for suitability and source of wealth under the firm’s AML framework.
Pre-IPO investments are illiquid and carry substantial capital risk, including the risk of total loss. Valuations, projected listing prices and return estimates are indicative only and do not constitute a forecast, promise or guarantee of performance.
Listing dates and IPO completion are not guaranteed. Allocations may be subject to lock-up periods on listing.
VFX Wealth operates through Vortex FX Ltd, a Saint Lucia FX & CFD brokerage regulated by the Financial Services Regulatory Authority (FSRA). Custody, execution and product wrappers sit with our exclusive counterparties under their own permissions.
Every private client gets a quarterly statement across all pillars they hold, together with an in-platform view kept current between statements.
Current allocation across Fixed, Variable and Private Equity — together, not in separate portals.
Time-weighted return per pillar and blended. For the VFX Strategy, fee accrual is surfaced alongside it.
Mandate documentation, KYC records, contract notes, statements — all in one place, indexed per pillar.
Your named advisory contact and support routing surfaced inside the platform, not buried in an email chain.