Withdrawal
Terms
Flexibility, transparency, and long-term strategy
Each investor has a different horizon, evolving goals, and key moments in their wealth journey.
Exiting the fund is therefore a fully integrated part of the overall investment strategy.
It is planned from the outset, within a structured, sovereign, and predictable framework.
A clearly defined exit,
planned from the beginning
The exit process is neither vague nor postponed. It is formalized at the time of subscription through a clear contractual agreement that defines:
- Liquidity conditions
- Notice periods
- Withdrawal procedures
- Mutual rights and obligations
Personalized guidance is offered to help anticipate taxation, inheritance, or specific wealth planning needs.
Exit options
Withdrawals can take various forms, depending on the investor’s profile and preferences.
Standard exit (partial or full)
- Exit is possible at any time, subject to the notice period defined in the agreement.
- Entries and withdrawals are processed on the 15th of each month, allowing for predictable and organized management.
- Valuation is based on the latest Net Asset Value (NAV) at the time of the request.
- Funds can be returned in:
- Fiat currency
- Physical gold (secured pickup in Geneva)
- Digital assets (transfer to your designated wallet)
Wealth transfer
In the event of inheritance, donation, or restructuring, the fund provides legal and fiscal solutions to allow the secure transfer of shares, in compliance with local regulations.
A stable framework
aligned with investors
The fund’s governance includes strict policies to maintain the balance between collective security and individual freedom:
- Defined withdrawal windows (15th of each month)
- Exit fees clearly communicated in advance
- Predictive liquidity management to avoid jeopardizing the integrity of the fund
No withdrawals are blocked arbitrarily. The stability of the model is built on transparency and predictability.
Freedom to exit,
without pressure
The fund does not promise instant liquidity like a bank product — that is not its purpose.
However, it does guarantee:
- A clear, structured, and accessible withdrawal process
- Personal and legal support throughout every step
- Responsible liquidity management, with no chain reactions or panic-driven sell-offs
Closing a cycle, transmitting, reinvesting
Exiting the fund is not a break — it’s often the natural conclusion of a wealth phase, or the start of a new strategy.
Some choose to reinvest. Others transfer to the next generation. All maintain the same spirit of independence that defines HEVEA’s vision.
