Get Funded Agreement

The Get Funded Programme Agreement

AGREEMENT TERMS

1. PARTIES TO THIS AGREEMENT

This Educational Trading Programme Agreement (“Agreement”) is made between:

SAMUEL AND CO TRADING LTD (Company Number 08100330), a private company

registered in England & Wales whose registered office is Unit 2, Railway Terrace, Kings

Langley, WD4 8JE (hereinafter referred to as the “Company” or “Provider”);

AND

[CUSTOMER NAME] (hereinafter referred to as the “Student” or “You”).

2. NATURE OF THE PROGRAMME

2.1 Educational Service

This is an educational training programme designed to teach trading theory, techniques, and risk management through a combination of:

• Structured training materials (in-person or online)
• Access to simulated trading platforms (demo accounts only)
• Educational coaching and performance reviews
• CPD (Continuing Professional Development) accredited certification

2.2 No Investment Service

The Company does NOT:

• Provide investment advice or recommendations on specific trades
• Manage your money or investments
• Operate as a financial advisor, broker, or investment manager
• Guarantee any financial returns or trading success
• Provide access to live trading accounts

2.3 Simulated Trading Only

All trading conducted as part of this programme uses demo accounts with virtual funds provided by third-party brokers. No real money is traded during the programme.

3. PROGRAMME STRUCTURE

3.1 Training Component

The Company will provide remote training:

• 3 (three) day trading techniques training programme
• 2 (two) day mindset and psychology training
• Access to online pre-recorded training materials (if selected)
• CPD accredited certification upon completion

Training may be delivered in-person at the Company’s premises or online, depending on the Student’s preference and availability.

3.2 Simulated Trading Component

Following completion of the initial training, the Student will receive:

• Access to a demo trading account with virtual funds
• Option to book Monthly educational review sessions with a coach
• Performance tracking and feedback for educational purposes
• Access to a structured progression framework (detailed in Appendix A)

3.3 Educational Performance Incentive

To encourage engagement and skill development in the simulated environment, the Company operates an educational performance incentive scheme:

• Students who achieve specified performance targets on their demo accounts may

receive monetary educational incentives

• These incentives are not trading profits or investment returns
• These are educational stipends designed to reward learning progress and engagement
• Payment of incentives is entirely at the Company’s discretion
• Incentives are conditional on compliance with all programme rules and educational objectives

IMPORTANT: The educational incentive scheme is designed to simulate real trading psychology and accountability. However, receiving incentives based on demo performance does not mean you will achieve similar results in live trading.

4. FEES AND PAYMENT

4.1 Administration Fee

The Student agrees to pay an administration fee of £398 plus VAT (if applicable) upon commencement of this Agreement.

This fee covers:

• Programme registration and setup
• Access to training materials
• Demo account setup and administration
• Initial coaching sessions

4.2 Fee Refund Policy

The administration fee will be refunded to the Student after they have:

• Completed three (3) qualifying educational incentive payouts on their demo account
• Maintained compliance with all programme rules (Appendix A)
• Not breached any terms of this Agreement

The refund will be paid to the original payment method within 30 days of the third qualifying payout.

4.3 Monthly Programme Fee

A monthly programme fee applies as follows:

Programme Stage Monthly Fee When Charged for Steps 1-4 on the progression table is £149 + VAT.

Step 5 is £199 + VAT. Payable upon progression to Step 5.

Step 6 is £249 + VAT. Payable upon progression to Step 6.

Fee Waiver: The monthly fee is waived for any month in which the Student achieves the 4% demo account performance target and submits a valid incentive request.

4.4 Cancellation of Payment

The Company reserves the right to cancel this Agreement if the Student fails to pay the administration fee within 14 days prior to the commencement of the training programme.

5. DEMO ACCOUNT RULES AND EDUCATIONAL FRAMEWORK

5.1 Demo Account Provision

The Company will provide the Student with access to a demo trading account through a third-party broker. The Student will receive login credentials and is responsible for keeping these secure.

5.2 Simulated Trading Rules

All trading must comply with the rules set out in Appendix A: Educational Trading

Framework, including:

• Maximum position sizes
• Risk management requirements
• Permitted trading instruments
• Drawdown limits
• Trading conduct standards

5.3 Educational Reviews

The Student’s simulated trading performance will be reviewed monthly by an educational coach. These reviews are for educational feedback only and do NOT constitute investment advice or recommendations.

5.4 Progression Framework

The programme includes a six-step progression framework (detailed in Appendix A) designed to gradually increase the complexity and scale of the simulated trading environment. Progression is based on demonstrated competency and adherence to risk management principles.

5.5 Account Restrictions

The Company reserves the right to:

• Restrict or suspend access to demo accounts if rules are breached
• Close demo positions at its discretion for educational or risk management purposes
• Terminate access if the Student’s demo account reaches 30% drawdown
• Modify or adjust demo account parameters for educational purposes

6. EDUCATIONAL INCENTIVE SCHEME

6.1 Purpose

The educational incentive scheme is designed to:

• Encourage consistent engagement with the programme
• Reward demonstration of risk management principles
• Simulate the accountability of real trading
• Provide motivation for skill development

6.2 Incentive Structure

Students may be eligible for educational incentives based on achieving specified performance targets on their demo accounts:

• Incentive Rate: 50% of simulated profits in 4% blocks (Steps 1-2), increasing to 70%

(Steps 3-6)

• Qualification: Must achieve 4% simulated profit on demo account
• Request Process: Submit incentive request form by Thursday 5:00pm GMT
• Payment: Processed on the last working day of the month (if approved)

6.3 Conditions for Payment

Educational incentives will ONLY be paid if:

• All programme rules (Appendix A) have been followed
• No breaches of this Agreement have occurred
• The Student has demonstrated proper risk management
• The performance is deemed genuine and educationally valid by the Company

6.4 Company Discretion

The Company has ABSOLUTE DISCRETION to:

• Approve or deny any incentive request
• Withhold payment if rules have been breached
• Require additional demonstration of competency before payment
• Modify or discontinue the incentive scheme

6.5 No Guarantee

Educational incentives are not guaranteed. Past receipt of incentives does not create an entitlement to future incentives. The Company may change or discontinue the incentive scheme at any time.

6.6 Tax Responsibility

Any educational incentives received may be subject to taxation. The Student is solely responsible for declaring and paying any applicable taxes on incentives received.

7. EDUCATIONAL COACHING AND SUPPORT

7.1 Nature of Coaching

The Company provides educational coaching sessions to review the Student’s simulated trading performance. These sessions are for educational purposes only.

7.2 Not Investment Advice

Coaches will not:

• Provide specific trade recommendations or signals
• Advise on whether to buy or sell specific instruments
• Manage the Student’s demo account
• Guarantee any level of performance or success

Coaches will:

• Provide general educational feedback on trading approach
• Discuss risk management principles
• Review adherence to programme rules
• Offer educational guidance on trading psychology and discipline

7.3 Student Responsibility

All trading decisions, even on demo accounts, are the sole responsibility of the Student. The Student must make independent decisions based on their own analysis and judgment.

8. CONFIDENTIALITY AND NON-DISCLOSURE

8.1 Company Confidential Information

The Student agrees to maintain strict confidentiality regarding:

• Trading strategies and techniques taught by the Company
• Proprietary educational materials and content
• Business operations and methodologies
• Other students’ information and performance
• Any information marked as confidential

8.2 Prohibited Disclosure

The Student must not, during or after this Agreement:

• Disclose Company confidential information to any third party
• Use confidential information for personal benefit outside the programme
• Share, copy, or distribute educational materials without written permission
• Publicly discuss or review specific trading strategies taught

8.3 Exceptions

Confidentiality obligations do not apply to information that:

• Is publicly available through no breach of this Agreement
• Is required to be disclosed by law or regulatory authority
• Was independently known to the Student before joining the programme

9. DATA PROTECTION AND PRIVACY

9.1 Data Controller

Samuel & Co Trading Ltd is the data controller for personal information collected under this

Agreement.

9.2 Legal Basis

The Company processes personal data in accordance with the UK General Data Protection

Regulation (UK GDPR) and the Data Protection Act 2018.

9.3 Data Processing

The Student consents to the Company collecting, storing, and processing personal data for:

• Programme administration and delivery
• Performance tracking and educational assessment
• Communication regarding the programme
• Compliance with legal obligations
• Improvement of educational services

9.4 Data Sharing

The Company may share the Student’s information with:

• Third-party broker platforms (for demo account setup only)
• Payment processors (for fee and incentive processing)
• Regulatory authorities (if required by law)
• Service providers who assist in delivering the programme

9.5 Data Rights

The Student has the right to:

• Access their personal data
• Request correction of inaccurate data
• Request deletion of data (subject to legal retention requirements)
• Object to processing in certain circumstances
• Lodge a complaint with the Information Commissioner’s Office (ICO)

9.6 Data Retention

Personal data will be retained for as long as necessary to fulfil the purposes outlined above and to comply with legal obligations.

9.7 Recording

The Company may record telephone conversations and video coaching sessions for quality assurance, training, and dispute resolution purposes.

10. PROHIBITED ACTIVITIES

10.1 Automated Trading

The Student must NOT use:

• Expert Advisors (EAs)
• Trading robots or automated systems
• Scripts or algorithmic trading tools
• Copy trading services or signal providers

10.2 Independent Trading Required

All simulated trades must be based on the Student’s own analysis and decisions. Following

another person’s trade signals or recommendations is prohibited.

10.3 Account Sharing

The Student must not:

• Share demo account login credentials with others
• Allow others to trade on their demo account
• Operate multiple accounts under different names
• Engage in any form of account manipulation

10.4 Consequences

Violation of prohibited activities may result in:

• Immediate termination of programme access
• Forfeiture of any pending educational incentives
• Reversion to a previous programme step
• Permanent removal from the programme

11. LIMITATION OF LIABILITY

11.1 Educational Service Only

The Company’s liability is limited to the provision of educational services. The Company is not liable for:

• Any trading losses incurred outside this programme
• Decisions made by the Student to engage in live trading
• Results achieved or not achieved on demo accounts
• Technical issues with third-party demo platforms
• Any consequential, indirect, or special damages

11.2 Demo Account Losses

The Student is not personally liable for any virtual losses on demo accounts. Demo accounts use virtual funds only.

11.3 Maximum Liability

The Company’s total liability under this Agreement shall not exceed the total fees paid by the Student to the Company.

11.4 No Guarantee of Results

The Company makes no guarantee or warranty regarding:

• The Student’s ability to achieve specific performance targets
• Future success in live trading
• The accuracy or profitability of any educational content
• Eligibility for or amount of educational incentives

11.5 Student Acknowledgment

The Student acknowledges and accepts that:

• Educational services do not guarantee trading success
• Demo performance does not predict live trading results
• The Student bears all risk if they choose to engage in live trading in the future
• The Company has no control over or responsibility for the Student’s future trading

decisions

12. INDEMNIFICATION

12.1 Student Indemnity

The Student agrees to indemnify and hold harmless the Company, its directors, employees,

and agents from any claims, losses, damages, or expenses arising from:

• The Student’s breach of this Agreement
• The Student’s violation of any laws or regulations
• The Student’s future live trading activities (outside this programme)
• Misuse of educational materials or confidential information
• Any fraudulent or prohibited activities

13. TERM AND TERMINATION

13.1 Commencement

This Agreement commences on the date both parties sign below.

13.2 Duration

This Agreement continues until terminated by either party in accordance with this section.

13.3 Termination by Either Party

Either party may terminate this Agreement at any time by providing written notice (email or

post) to the other party.

13.4 Effect of Termination

Upon termination:

• The Student must immediately cease all demo trading activity
• The Company may close all open demo positions
• The Student loses access to all educational materials and platforms
• Any pending educational incentives may be forfeited (at Company’s discretion)
• The Student’s confidentiality obligations continue indefinitely

13.5 No Refunds

Monthly programme fees already paid are NOT refundable upon termination. The Student may cancel future payment obligations by providing notice before the next monthly fee is

charged.

13.6 Termination by Company

The Company may terminate this Agreement immediately without notice if:

• The Student breaches any material term of this Agreement
• The Student engages in prohibited activities
• The Student’s demo account reaches 30% drawdown (at Company’s discretion)
• The Student behaves inappropriately toward Company staff or other students

13.7 Account pauses

• The Student is entitled to a pause period for up to 2 months in a calendar year if this is due to circumstances which will prohibit them to trade or cause significant impact on their performance.
• During this period, monthly fees will also be paused.

14. GENERAL PROVISIONS

14.1 Independent Relationship

The Student is an independent party. This Agreement does NOT create:

• An employment relationship
• A partnership or joint venture
• An agency relationship
• Any fiduciary duty owed by the Company to the Student

14.2 Entire Agreement

This Agreement (including Appendix A) constitutes the entire agreement between the parties and supersedes all prior discussions, representations, or agreements.

14.3 Amendments

This Agreement may only be amended in writing signed by both parties. The Company may update programme rules (Appendix A) with reasonable notice to Students.

14.4 No Reliance on Pre-Contractual Statements

The Student acknowledges that they have NOT relied on any statement, representation, or promise made before signing this Agreement, except as expressly set out in this Agreement.

14.5 Severability

If any provision of this Agreement is found to be invalid or unenforceable, the remaining provisions shall continue in full force and effect.

14.6 Waiver

Failure by either party to enforce any provision of this Agreement does not constitute a waiver of that provision or any other provision.

14.7 Assignment

The Student may NOT assign or transfer this Agreement without the Company’s prior written consent. The Company may assign this Agreement to any successor entity.

14.8 Notices

All notices must be in writing and sent to:

• Company: Samuel & Co Trading Ltd, Unit 2, Railway Terrace, Kings Langley, WD4 8JE
• Student: The address provided at registration

Notices may be sent by email, registered post, or recorded delivery.

14.9 Governing Law

This Agreement is governed by the laws of England and Wales.

14.10 Jurisdiction

The parties submit to the exclusive jurisdiction of the courts of England and Wales for any disputes arising from this Agreement.

IMPORTANT NOTICES AND DISCLAIMERS

REGULATORY STATUS NOTICE

Samuel & Co Trading Ltd is NOT authorised or regulated by the Financial Conduct

Authority (FCA). This means:

• You will NOT have access to the Financial Ombudsman Service for complaints
• You will NOT be covered by the Financial Services Compensation Scheme (FSCS)
• The services provided are NOT regulated investment services

Samuel & Co Trading Ltd operates as an educational training provider.

EDUCATIONAL PURPOSE STATEMENT

THIS IS AN EDUCATIONAL PROGRAMME ONLY. This programme is designed to provide theoretical knowledge and practical experience in financial markets through simulated trading environments.

This programme does NOT:

• Constitute investment advice or recommendations
• Guarantee trading success or profitability
• Provide regulated financial services
• Manage your money or investments
• Offer live trading accounts

All trading conducted under this programme uses simulated demo accounts with virtual funds only.

SIMULATED TRADING WARNING

CRITICAL NOTICE: SIMULATED TRADING ENVIRONMENT

All trading activities under this programme are conducted on demo accounts using Virtual funds. This is a simulated trading environment for educational purposes only. Simulated trading results have inherent limitations and significant differences from live trading:

• No Real Financial Risk: Demo trading does not involve real money, eliminating the psychological pressure and emotional decision-making that affects live trading

• Perfect Execution: Simulated trades may execute at requested prices without slippage, which rarely occurs in live markets

• Unlimited Virtual Capital: Demo accounts can be reset or increased, unlike real trading where capital is finite

• No Liquidity Constraints: Demo orders fill regardless of market liquidity, which is not realistic in live markets

• No Real Market Impact: Your demo trades do not affect real markets or experience the impact of large order execution

PAST PERFORMANCE WARNING:

Simulated past performance is NOT a reliable indicator of future results in live trading. Success on a demo account does NOT guarantee success in live trading. The results

achieved in a simulated environment may significantly differ from results achieved in live market conditions.

RISK WARNING

TRADING INVOLVES SUBSTANTIAL RISK

If you choose to trade with real money in the future (outside of this educational programme):

• You could lose ALL of your invested capital
• Trading is NOT suitable for everyone
• You should NOT risk money you cannot afford to lose
• Most retail traders lose money when trading
• Leverage magnifies both gains AND losses
• Past performance does NOT guarantee future results

You should seek independent financial advice before engaging in live trading.

15. ACKNOWLEDGMENTS AND DECLARATIONS

By signing this Agreement, the Student confirms that they:

✓ Have read and understood all disclaimers and warnings in this Agreement

✓ Understand this is an educational programme using simulated trading only

✓ Understand that Samuel & Co Trading Ltd is NOT FCA regulated

✓ Understand that demo performance does NOT predict live trading success

✓ Understand that educational incentives are discretionary and not guaranteed

✓ Understand that trading involves substantial risk and is not suitable for everyone

✓ Have not relied on any promises or guarantees of financial success

✓ Agree to all terms and conditions set out in this Agreement and Appendix A

✓ Will seek independent financial advice before engaging in any live trading

APPENDIX A: EDUCATIONAL TRADING FRAMEWORK

Six-Step Progression Model

This educational framework is designed to progressively develop trading skills in a

simulated environment. All trading uses demo accounts with virtual funds.

REMINDER: This is simulated trading. Success at any step does NOT guarantee

success in live trading.

STEP 1: Foundation Level

Demo Account Size: $25,000 (virtual funds)

Educational Incentive Rate: 50% of simulated profits

Target: Achieve 4% simulated profit ($1,000) to progress

Progression: After first 4% achievement, advance to Step 2

STEP 2: Development Level

Demo Account Size: $35,000 (virtual funds)

Educational Incentive Rate: 50% of simulated profits

Target: Achieve 4% simulated profit ($1,400) to progress

Requirements: Complete one-to-one mentoring session

Progression: After second 4% achievement, advance to Step 3

STEP 3: Intermediate Level

Demo Account Size: $50,000 (virtual funds)

Educational Incentive Rate: 70% of simulated profits (increased)

Target: Achieve 4% simulated profit ($2,000) twice

Requirements: Complete second one-to-one mentoring session

Progression: After two 4% achievements, advance to Step 4

STEP 4: Advanced Level

Demo Account Size: $60,000 (virtual funds)

Educational Incentive Rate: 70% of simulated profits

Target: Achieve 4% simulated profit ($2,400) twice

Total Required: $4,800 in simulated profits

Progression: Option to advance to Step 5

STEP 5: Professional Level

Demo Account Size: $75,000 (virtual funds)

Educational Incentive Rate: 70% of simulated profits

Monthly Fee: £199 + VAT (if 4% target not achieved after first month)

Target: Achieve 4% simulated profit ($3,000) twice

Total Required: $6,000 in simulated profits

Progression: Advance to Step 6

STEP 6: Expert Level

Demo Account Size: $100,000 (virtual funds)

Educational Incentive Rate: 70% of simulated profits

Monthly Fee: £249 + VAT (if 4% target not achieved after first month)

Target: Achieve 4% simulated profit ($4,000) monthly

Note: Progression beyond this level reviewed case-by-case

Demo Trading Rules

Account Parameters

• Currency: US Dollars (USD)
• Leverage: 1:3 maximum
• Profit Target: 4% per month (for incentive eligibility)
• Maximum Drawdown: 30% (account may be closed at Company’s discretion)

Position Sizing

• Maximum Lot Size: 0.5 lots per trade per currency pair per $25,000 of account size
• Maximum Open Trades: 10 positions at any given time
• Risk Per Trade: Maximum 1% of account balance
• Stop Losses: MANDATORY on all trades at maximum 1% risk

Permitted Instruments

• FX Major Pairs: GBP, USD, CAD, EUR, JPY, CHF, AUD, NZD
• Gold (XAU/USD)
• Selected cross-currency pairs (available upon request)

Trading Conditions

• Overnight Positions: Permitted
• Weekend Positions: Permitted (Company reserves right to close at discretion)
• Holding Period: No minimum or maximum

Educational Incentive Requests

• Submission: Complete online form before Thursday 5:00pm GMT
• Form Link: https://sl448647.typeform.com/payoutform
• Payment: Last working day of the month (if approved)
• Requirements: Must have achieved 4% target and maintained all rules

Step-Back Policy

If any programme rule is breached, the Student may be reverted to the start of the previous step at the Company’s discretion.

Example: If at Step 4 and rules are breached, Student returns to start of Step 3.

Account Closure

The Company reserves the right to close a demo account if:

• The account reaches 30% drawdown
• Rules are repeatedly violated
• Prohibited activities are detected
• The Student is terminated from the programme