Zai Technologies LLC
Disclosures and legal documents
These documents describe Zai's automated, non-discretionary advisory service. Zai does not place trades, move money, or take custody of client assets. Advice is generated when a client uses the service; standard subscriptions do not include continuous account monitoring unless Zai expressly agrees otherwise.
Regulatory documents
Form CRS - Relationship Summary
A short summary of Zai Technologies LLC's advisory relationship, services, fees, conflicts, and contacts.
Current version: April 27, 2026
Form ADV Part 2A - Firm Brochure
Detailed information about Zai's advisory business, fees, methods, risks, custody, discretion, and business practices.
Current version: April 27, 2026
Investment Advisory Agreement
The client contract for Zai's automated, non-discretionary paid advisory service, including scope, fees, electronic delivery, cancellation, risks, and preserved client rights.
Current version: July 28, 2026
Service policies
Advisory activation and acceptance
Paid Zai Advisory requires identity verification, delivery of Form CRS, affirmative consent to electronic delivery, and explicit acceptance of the current Investment Advisory Agreement. Zai records the accepted document versions and acceptance evidence before personalized advisory access is enabled.
Questions or document requests: support@fuwn.com