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

2.3. Simulated Trading Only. Accounts provided are with simulated funds and may be used for simulated trading only. Participants may earn monetary rewards based on their performance on their account.

3. PROGRAMME STRUCTURE

3.1 Training Component

The Company will provide remote training (if selected):

• 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. All training is currently conducted remotely.

3.2 Simulated Trading Component

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

• Access to an instant funded trading account of up to $100,000
• 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 instant funded accounts may receive monetary educational incentives
• 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.

4. FEES AND PAYMENT

4.1 Administration Fee

The Student agrees to pay an administration fee of £999 plus VAT (if applicable) prior to the

commencement of this Agreement.

This fee covers:

• Programme registration and setup
• Access to training materials
• $100,000 Instant Funded account setup and administration
• Initial coaching sessions
• Access to Weekly Lessons

4.2 Fee Refund Policy

The Company may provide products, services, subscriptions, or access to certain portions to the Company’s website at a monetary cost. Prices and availability are subject to change without notice. The Company may allow for such purchases within its website or via a white label affiliate. It is your responsibility to thoroughly read and understand any such terms and conditions. By making any such purchases, you agree that the Company has no responsibility and acquires no liability for any claim related to your purchases.

Upon the complete purchase of a product, service, subscription, or access to certain portions of the Company website, the Company will make any said product, service, or access will be available to you following the approved transaction.

There are no refunds on any Services purchased from the Company.

4.3 Monthly Programme Fee

A fixed monthly programme fee of up to £120 +VAT applies and is charged monthly.

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.

If the Student wishes to cancel their programme fee they must email [email protected] and allow for 5 working days notice for the programme fee to be cancelled. Any further charges will not be refunded.

7. EDUCATIONAL COACHING AND SUPPORT

7.1 Nature of Coaching

The Company provides educational coaching sessions to review the Student’s 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 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:

• Copy trading services or signal providers

10.2 Independent Trading Required

All 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 account login credentials with others
• Allow others to trade on their 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
• 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 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 losses on accounts.

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 trading activity
• The Company may close all open 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 5 working days 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 the max or daily drawdown limits (at Company’s discretion)
• The Student behaves inappropriately toward Company staff or other students

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 be amended by The Company at any time. The Company may update programme rules (Appendix A)  and will notify 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

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

PAST PERFORMANCE WARNING:

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 and/or purchasing this account, the Student confirms that they:

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

✓ Understand this is an educational programme with access to a funded account

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

✓ Understand that past 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

 

APPENDIX A: EDUCATIONAL TRADING FRAMEWORK

Trading agreement

The full Agreement for the Instant Funding account will need to be signed upon your first payout request as well as the customer having to complete KYC at that point as well. By completing this agreement and/or purchasing this account you agree to the terms. (https://www.samuelandcotrading.com/wp-content/uploads/2025/11/Instant-Funding-Trader-Agreement.pdf):

Instant funded – Get Funded account trading rules summary:

1. Account balance will be in US Dollars
2. Maximum drawdown of 5%. 5% of the starting balance and trails your closed balance until it reaches the starting balance, at which point it locks. (Hard Breach)
3. The Customer is not liable for losses of the demo trading account
4. Profit Buffer – Achieve a profit of at least 3% on starting balance before becoming eligible to withdraw. This 3% remains in the account as a buffer.
5. Your first payout can be requested once the 3% profit buffer has been achieved. After payouts can be made once every 14 days
6. Leverage: Up to 50:1 leverage on Forex & Metals, 10:1 leverage on Indices, 5:1 leverage on Oil and 2:1 leverage on Cryptocurrencies
7. Trades can be held over weekends. The Company has the right to close positions held over weekends and The Customer will be notified if these trades are closed
8. Trades can be held overnight
9. All trades that violate rules will be closed
10. Trading is permitted on any products streamed by the Liquidity Provider, products may change from time to time. This includes FX pairs and CFD Indices, Commodities, Metals, and Cryptocurrencies.
11. The account will be closed if the daily loss limit is hit or a Max Drawdown breach
12. Trading within 3 minutes before or after a News Event is prohibited. Traders identified as having trading during a News Event are subject to having those trades removed or having their account breached altogether.
13. Progress can be tracked Via access to a trader dashboard where you can monitor your Assessment and Funded Accounts. The dashboard is updated roughly every 60 seconds. It is your responsibility to monitor your breach levels.
14. Daily Loss Limit – If realised and unrealised losses reach or exceed 3% during any trading day, the account will be breached. (Hard Breach)
15. A 25% payout consistency rule applies to Instant Funding Accounts. This means that no single trading day’s profit may exceed 25% of your total profit over the life of the account. This rule promotes stable performance and risk management rather than single-day gains. Your Minimum Required Profit is one of the required conditions for your withdrawal eligibility and is calculated using your highest profitable day and a consistency percentage set by our programme. Formula: Minimum Required Profit = Highest Profitable Day ÷ Consistency Percentage.
16. Your account will be breached if you do not have any trading activity on your account for 30 consecutive days.

At any time if you are in breach of the trading rules listed above The Company reserves the right to close your account. The Company also reserves the right to close your account when The Customer’s balance reaches 5% drawdown. This is at the Company’s discretion and is reviewed on a case by case basis.