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Scaling plan highlights
UWM Support Team avatar
Written by UWM Support Team
Updated over a week ago

Scaling Plan Highlights

  • Upgraded Profit Split to 90/10

  • Conservative and safe profit eligibility requirement

  • A very generous scale-up cap of $2M per trader

  • Continuous increments if eligibility criteria are met

  • Trading Objectives remain static

  • Eligibility automatically checked with each Profit Split

Capital increases on the Union Wealth Management Account occur in four-month intervals. To qualify for an increase, the trader must generate a minimum net profit of 10%.

Over four consecutive monthly cycles (equivalent to an average of 2.5% per month for accounts. Additionally, the trader must complete at least two payouts within the four-month period. It is crucial for the trader’s account balance to be higher than the original balance (with profit) at the time of scaling up.

Eligibility is regularly assessed and a report on the status and necessary criteria is provided to our UWM traders with each profit division. If the criteria are met, traders have the option to approve a scaling-up of their account during the payout processing, and a larger UWM account will be assigned for their next trading period. Additionally, the calculation method for loss limits will adjust accordingly, remaining at 5% maximum daily loss and 10% maximum loss of the initial account balance after scaling-up. If the trader continues to meet account growth conditions and completes 2 payouts over the next 4 months, they will be eligible for a further increase in the demo capital by 25% of the initial UWM account balance. The maximum increase in demo capital per trader is set at $ 2M.

As a part of the scale-up plan, UWM Traders will receive an upgraded Profit Split ratio of 90/10. This improved benefit applies to newly scaled-up accounts and not newly merged accounts with already scaled-up accounts. In case of merging a non-scaled-up account with a scaled-up account, the Profit Split ratio will be adjusted to 80/20.

The UWM Evaluation Process with 200k USD initial account balance and fulfils the conditions for capital increments:


As demonstrated in the table, with the best possible outcome, a trader’s UWM Account balance can potentially double and the loss limits can be increased by two times after just one year and a third, regardless of the initial balance. Our Scaling Plan aims to inspire traders to approach their trading with consistency and caution, and to view their UWM Account as a long-term investment. It’s important to remember that there is no guarantee for returns and that all trading carries an inherent level of risk.

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