The Account Opening Booklet brings together all key documents and disclosures required to establish your relationship with ISTAR Capital. It provides an overview of the information we need from you, the agreements you will be asked to sign, and the key policies that apply to your account. We encourage you to read this booklet in full and retain a copy for your records.

This agreement covers the terms under which ISTAR Capital may arrange credit facilities or specific investment transactions on your behalf. It outlines how such arrangements are initiated, the risks involved, and the obligations of each party. Please read this section carefully if you intend to use leverage, margin, or other structured solutions as part of your investment strategy.

The Providing Custody Agreement details how ISTAR Capital (or its appointed custodians) will hold and safeguard your assets. It describes the segregation of client assets, the treatment of corporate actions and income, and the reporting and oversight you can expect. By reviewing this document, you will understand how your securities and cash are protected within our custody framework.

Our General Terms of Business govern the relationship between ISTAR Capital and its clients. In this section, you will find the core legal and regulatory terms that apply to all services we provide, including important information on responsibilities, risks, communications and dispute resolution. These terms should be read together with any product-specific agreements you enter into with us.