FAQ – Opening Your Gold Account

There is no upfront cost for opening your Clear Title Account.

Strategic Gold offers Clear Title Accounts for Individual, Joint, Corporate, Partnership, Sole Proprietorship, LLC, Trust and IRA accounts.

• ADDITIONAL RESOURCES:
• Application for an Individual
• Application for an Institution, Corporation, LLC, Partnership or Other Entity
• Application for a Trust

Yes. You can always take physical delivery of your gold and silver.

When you have made your gold and/or silver investment, Strategic Gold can deliver your bullion into your own vault or custody upon written request. You can also take physical possession of your assets from the vault facility.

For more information about delivery of your bullion email us at accounts@strategicgold.com or speak with a gold account executive by calling 239 692-9154.

Yes. Investors from any country can buy gold or silver on our platform.

Our service was designed to allow individuals from around the world to invest in gold and silver bars, securely and efficiently.

For more information about using our service as an international investor email us at accounts@strategicgold.com or speak to a client executive by calling 239 692-9154.

It only takes a few minutes to complete the Account Agreement for a Clear Title Account. There are three simple parts in the application process:

• Fill out and submit the application
• Submit your supplemental documentation (proof of identity)
• Submit your signed Bailment Agreement

Click on the appropriate gold account type to get started now:

• Individual or Joint Accounts
• Corporate or Institutional Accounts
• Trust Accounts
• Wealth Management Accounts
• Retirement Accounts

For more information about using our service email us at accounts@strategicgold.com or speak to a client executive by calling 239 692-9154.

Simply click on the account type that suits your needs and complete the short Account Agreement. The process should take just a few minutes.

• Individual or Joint Accounts
• Corporate or Institutional Accounts
• Trust Accounts
• Wealth Management Accounts
• Retirement Accounts

Contact us if you have any questions about using our service to invest in gold or silver bullion. You can reach us by email us at accounts@strategicgold.com or if you prefer to speak to a client executive, please call 239 692-9154.

Ownership of your gold and silver in your Clear Title Account is outright. Clear Title Accounts are not subject to any third party, and it is not anyone’s liability. It is – quite simply – your outright property from the instant you buy it to the moment you sell it.

In accepting the Clear Title Account Terms and Conditions you have engaged Strategic Gold as an administer of your bullion. Strategic Gold, has subcontracted the physical custody of your bullion to the vault operators. You should also know that in their agreements with Strategic Gold the vault operators fully acknowledge that the bullion shall remain the property of Strategic Gold’s clients at all times.
Strategic Gold has retained responsibility for administration and record keeping, which is performed on the Strategic Gold Precious Metals Platform and through the Strategic Gold Client Portal website.

These are unusually strong property rights for you because there is no intermediation via trusts or company balance sheets. The gold and/or silver is your personal property and is treated under law as a bailment. All gold bullion holdings are allocated gold — meaning they are owned directly by the accountholder.

• ADDITIONAL RESOURCES:
• Clear Title Account Terms & Conditions
• The Best Way to Own Gold

Yes. You can create a Clear Title Account on behalf of someone else but the verification process involves a few additional steps. All you need to do is complete the Account Agreement as if you were the third-party in question, uploading their supplemental documentation where required, but including yourself as a “Designated Representative” on the application form and that you provide us with proof of your relationship to the third-party.

Funding such an account carries additional verification since you may be funding the account in a way not normally compatible with the linked bank account procedures that we follow.

Strategic Gold retains the right to exercise its discretion when judging whether this account will be established.

Please contact a customer representative if you have additional questions on how to open an account on behalf of someone else. Email us at accounts@strategicgold.com or if you prefer to speak to a client executive, please call 239 692-9154.

Yes. To expedite the establishment of your Clear Title Account, you may submit your Account Agreement documents via email or fax.

We do require that you mail us the original signed documents within a reasonable timeframe.

You can email your Account Agreement to: accounts@strategicgold.com or you can fax your Account Agreement to 239-236-1514.

Once your account has been established, you can fund your account via bank-wire or check. When your account has been funded, you can buy precious metals at any time. Your allocated gold is easy to manage in your Clear Title Account.

• ADDITIONAL RESOURCES:
• Recording the Source of Your Money
• Acceptable Ways of Funding Your Account

Yes, you may add additional owners to your Clear Title Account.

You can add additional owners during the initial sign up process or, if you choose to add another owner to your Clear Title Account at a later stage, the person would need to submit a completed Account Agreement in their own name before being added to your Clear Title Account.

Once the Account Agreement has been verified, we will request that both you and the additional person send a letter requesting to add the additional owner to your Clear Title Account.

If you have any questions, please do not hesitate to contact one of our account executives by email at accounts@strategicgold.com or by calling 239 692-9154.

To add a beneficiary to your Clear Title Account you will need to submit a completed and signed Beneficiaries Form to your account representative. To request this form, please email accounts@strategicgold.com or call 239 692-9154.

If your children are under 18, please open a Clear Title Account in the names of yourself and your child. As an identity document for your child, please submit a copy of his or her birth certificate.

If you already have a Clear Title Account, we can use your documents already on file. Please advise us of your Clear Title Account number when submitting your child’s birth certificate.

If you have any questions, please do not hesitate to contact one of our account executives by email at accounts@strategicgold.com or by telephone at 239 692-9154.

Please make sure you have downloaded and installed the latest version of Adobe Acrobat Reader. This is a free program available from the Adobe website.

You can always email us at accounts@strategicgold.com or call us at 239 692-9154 to request an Account Agreement. We will be happy to send you one.

Yes. Strategic Gold’s Clear Title Account Customer Agreement is required for all customers. Our Account Agreement is designed to:

• Prevent Strategic Gold from being used as a money launderer;
• To satisfy Know-Your-Customer best practices; and
• To ensure that each of our clients enjoys the strongest property rights for the allocated gold in their Clear Title Account holdings.

The above objectives are accomplished by requiring all new clients to submit a completed Account Agreement.

• ADDITIONAL RESOURCES:
• Data About You
• Client Privacy

We collect the following information for all accounts, if applicable, for any person, entity or organization who is opening a new account (or is being granted authority over a new or existing account) and whose name is on the account or has authority over the account:

• 1. the legal name of the Client;
• 2. the mailing address of the Client;
• 3. the date of birth of the Client.

Recognizing that different types of accounts trigger different requirements, we will gather the additional information specified below for each of the following categories of accounts we provide:

• Individual Accounts – We will obtain the Client’s bank account information.
• Non-U.S. Person Accounts – We may inquire further information depending on a number of factors, such as the country of origin of the account holder or persons authorized to use this service.
• Domestic Operating or Commercial Entities – We will collect information sufficient to determine the corporate or business entity’s identity, and the authority of its business representative to act on its behalf.
• Domestic Trusts – We will identify the trustee, the activity the trust authorizes, and the authority of the trust’s representative to act on its behalf.
• Institutional Accounts, Hedge Funds, Investment Funds and Other Intermediary Relationships – While our AML procedures cover institutional Clients, we recognize that certain types of institutional gold accounts are different from retail gold accounts. Institutional gold accounts often are opened for financially sophisticated clients who trade frequently, in volume, and usually through an intermediary, some of whose AML policies and procedures are sufficient and verifiable. In addition, in determining whether it is necessary to identify the investors of non-U.S. institutions, we will consider the regulation of the institution by its home country and whether the institution is located in a bank secrecy haven or a non-cooperative country.

Any of the following documents are acceptable for the photo ID requirement:

• Driving license
• Passport
• Any other official government issued form of identification

Please make sure that:

• The photocopy is clear so that the facial features in the picture are clearly visible.
• The document is issued by a government agency.
• The ID document has not expired.

• ADDITIONAL RESOURCES:
• Verifying Your Identity

If you have any questions about this requirement, please email accounts@strategicgold.com or call us at 239 692-9154

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At Strategic Gold we are focused on delivering complete client satisfaction, which includes respecting client privacy. As part of this approach, clients are not identified by name to Partner companies that deliver services to the Clear Title Program. Furthermore, client information will never be used for marketing purposes or shared with any third party organization.

Strategic Gold places special importance upon client confidentiality. All client information is encrypted and stored on our secure servers. These servers are physically isolated and cannot be accessed through the Internet. Redundant backups are stored offsite in a secure facility. To ensure discretion and confidentiality, all statements and transactions are processed on our system by coded client identification number.

The Clear Title Program fully protects our clients’ identity and allocated gold holdings. Your information is kept at our corporate office in Naples, Florida. This information will not be released for marketing purposes or shared with any third party organization.

If you hold an interest in a Clear Title Account jointly with one or more other persons, you alone have the right to make the decisions concerning the use of Personal Information that pertains to you alone. You and the other person or persons, each acting alone, have the right to make decisions concerning the use of the information that pertains to you together.