Address
304 North Cardinal St.
Dorchester Center, MA 02124
Work Hours
Monday to Friday: 7AM - 7PM
Weekend: 10AM - 5PM
Introduction: This Cookie Policy explains how Metalcharts (“we,” “us,” or “our”) uses cookies and similar technologies on our website. By using our website, you consent to the use of cookies as described in this policy.
What are Cookies: Cookies are small text files stored on your device (computer, tablet, smartphone) when you visit a website. They are widely used to make websites work more efficiently and to provide information to the site owners.
Types of Cookies We Use:
Essential Cookies:
- These cookies are necessary for the proper functioning of our website.
- They enable core functionalities such as user authentication and account management.
Analytical/Performance Cookies:
- We use these cookies to analyze how users interact with our website.
- They help us improve the performance of our website by providing insights into areas that may need enhancement.
Functionality Cookies:
- These cookies enable us to remember user preferences and provide a more personalized experience.
- For example, they may remember your language preferences or region.
Advertising/Targeting Cookies:
- We may use these cookies to deliver targeted advertisements relevant to your interests.
- They are also used to limit the number of times you see an ad and measure the effectiveness of advertising campaigns.
How to Manage Cookies:
Browser Settings:
- Most web browsers allow you to manage your cookie preferences through the browser settings.
- You can usually find these settings in the “Options” or “Preferences” menu of your browser.
Third-Party Tools:
- You can opt-out of certain cookies using third-party tools, such as those provided by advertising networks.
- Visit the websites of these third parties for more information on how to opt-out.
Changes to the Cookie Policy: We may update this Cookie Policy from time to time to reflect changes in technology or legal requirements. Please review this policy regularly to stay informed about our use of cookies.
KYC (Know Your Customer) Policy
Identity Verification:
- Users must undergo identity verification by providing government-issued identification documents.
- Metalcharts uses third-party identity verification services to ensure the accuracy of user information.
Data Handling:
- User data collected for KYC purposes is stored securely and in compliance with data protection laws.
- Metalcharts retains KYC information for the minimum period required by applicable regulations.
AML (Anti-Money Laundering) Policy
Preventing Money Laundering:
- Metalcharts has implemented policies and procedures to prevent money laundering activities on its platform.
- Users are required to report any suspicious activities to Metalcharts.
Customer Due Diligence:
- We conduct thorough due diligence on customers to ensure compliance with AML regulations.
- Metalcharts reserves the right to suspend accounts for further investigation in cases of suspected money laundering.
User Agreement
Prohibited Activities:
- Users are prohibited from engaging in any illegal activities on the Metalcharts platform.
- Prohibited activities include fraud, money laundering, and any violation of these terms and conditions.
Account Termination:
- Metalcharts reserves the right to suspend or terminate accounts for violation of the user agreement.
Dispute Resolution
Resolution Process:
- Disputes will be resolved through arbitration conducted by applicable law.
- The decision of the arbitrator is binding and may be enforced by any court of competent jurisdiction.
Compliance with Laws
Commitment to Compliance:
- Metalcharts is committed to complying with all applicable laws and regulations.
- Users are encouraged to report any non-compliance or violations of these terms and conditions.
HOW IT WORKS
From First Conversation to Financial Clarity
Three simple steps to connect you with the right specialist and the right strategy for your wealth.
1
Book a Discovery Call
Tell us about your financial goals, assets, and timeline in a simple 30 minute conversation.
2
Meet Your Specialist
We match you with a dedicated advisor across wealth, mortgage, or retirement — based on your exact situation.
3
Get Your Personal Plan
Receive a tailored strategy built around your life, not a generic template.
WHAT OUR CLIENTS SAY
Results That Speak for Themselves
Families and investors who trusted us with their wealth, mortgages, and retirement — and never looked back
I never thought retirement planning could be so straightforward. With MetalCharts, I created a solid roadmap that utilizes their 20+ years of expertise to ensure my golden years are financially secure.
As part of the 1,500+ families who secured their homes through MetalCharts , I saved 20% on my mortgage payments. They simplified the complex remortgaging process and gave me total peace of mind
The learning pathways took me from a novice to an expert in managing debt. I am now one of the 10,000+ learners who has seen an 85% increase in financial confidence and a 90% mastery of investment strategies.
