UnifyVault
Member Workspace

Workspace

Member
Access & Dealing

Policy Center

Keep all member operating policies in one place. Switch between access rules, Trading Pool treatment, and risk disclosure without adding extra navbar clutter.

Tabs

3

Audience

Member

Usage

Reference

Access Policy

How account access and member dealing are handled

Use this section as the operating guide for activation requests, payouts, ownership transfers, and platform access controls.

Account access

Platform tools are available only to registered account holders. Payouts, ownership transfers, and certain actions can remain locked until wallet verification and security checks are complete.

Activation processing

Activation requests are reviewed before approval and then reflected in your account under the platform’s current dealing basis, settlement rules, and strategy-index framework.

Strategy-index dealing

Portfolio value, participation balances, and profit visibility are tracked through participation units and the strategy index, not a simple fixed wallet balance.

Profit and allocation actions

Profit payouts and allocation-exit requests are handled under separate rules. A standard profit payout does not automatically mean a full strategy exit.

Internal ownership transfer

Transfer to Member is an internal ledger transfer. It moves participation units and proportional tracking basis to another member at the current strategy-index snapshot, not to an external blockchain wallet.

Platform notices

Operational updates, dealing notices, and policy changes may be delivered through in-app notifications and pinned dashboard banners.

Quick Takeaway

What matters most in this policy tab

Account access is permission-based, and member dealing follows platform settlement controls.

Why this is grouped together

Access rules, Trading Pool treatment, and risk disclosure all explain the same member operating model. Keeping them under one tab reduces navbar clutter and makes the documentation easier to scan.

Use this before action

Read this section before activation requests, payouts, ownership transfers, or Trading Pool allocation decisions so expectations are clear before dealing begins.