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What happens if the person I copy closes their account or changes their allocation?

Updated over a month ago

To ensure transparency and help you manage your investment strategy effectively, Gather Being will notify you in the event of the following actions by a Financial Expert whose investment allocation you are currently copying:

  • Account Closure: If a Financial Expert you are copying decides to close their Gather Being investment account, you will be promptly informed.

  • Allocation Changes: Whenever a Financial Expert you are copying makes a change to the percentage allocation of the assets within their eligible investment, you will receive a notification.

We will notify you by push notification and/or email detailing the change using the primary email address associated with your Gather Being account.

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