At Axiom Bullion, transparency and clarity form the foundation of our client relationships. As your dedicated precious metals broker, we believe you deserve complete understanding of our services, capabilities, and the regulatory framework within which we operate. This comprehensive disclosure document outlines important legal information about our brokerage services, helping ensure that every client fully understands both the scope and limitations of our client advocacy approach. We encourage all clients to review this information carefully and contact us with any questions about how we can best serve your precious metals transaction needs.
Axiom Bullion operates exclusively as a precious metals broker and is not a registered investment advisor, financial planner, or fiduciary under federal or state securities laws. We do not provide investment advice, portfolio management services, or financial planning guidance of any kind. Our role is strictly limited to facilitating precious metals transactions on behalf of our clients, acting as their dedicated advocate and representative in dealings with established precious metals dealers. While we maintain unwavering dedication to client success and operate with client-first principles in all our brokerage activities, we cannot and do not offer recommendations about whether precious metals are suitable investments for your specific financial situation, risk tolerance, or investment objectives.
The information we provide about precious metals markets, pricing trends, and product characteristics is strictly educational in nature and should not be construed as personalized investment advice or recommendations. Our team members may share general market observations, historical data, and factual information about precious metals to help clients make informed decisions, but these discussions represent educational content only. We strongly encourage all clients to understand that precious metals transactions involve substantial risks, including the potential for significant financial loss, and that past performance of precious metals markets does not guarantee or predict future results. Our commitment to acting solely in your best interest applies specifically to our role in negotiating and facilitating transactions once you have independently decided to buy or sell precious metals.
Understanding the distinction between educational information and investment advice is crucial for all our clients. Educational content, which we freely provide, includes factual information about precious metals characteristics, historical price data, market mechanics, storage options, IRA eligibility requirements, and general industry trends. This educational material is designed to help clients better understand the precious metals market but does not constitute recommendations about whether, when, or how much to invest in precious metals. Investment advice, which we do not and cannot legally provide, would involve personalized recommendations based on your individual financial circumstances, specific guidance about asset allocation, timing recommendations for purchases or sales based on market predictions, or suggestions about how precious metals should fit within your overall investment strategy.
Our client advocacy approach means we work diligently to secure optimal pricing and terms once you’ve made the independent decision to engage in a precious metals transaction. We champion your interests in negotiations with dealers, ensure transparent pricing, and provide professional guidance about the transaction process itself. However, this advocacy role should not be confused with investment advisory services. We cannot advise whether precious metals are appropriate for your portfolio, what percentage of your assets should be allocated to precious metals, or whether current market conditions favor buying or selling. These determinations require personalized investment advice that only properly licensed and registered investment professionals can legally provide.
We strongly recommend that all clients consult with qualified, registered investment advisors, certified financial planners, tax professionals, and legal counsel before making decisions about precious metals transactions. These licensed professionals can evaluate your complete financial picture, including your income, assets, liabilities, investment objectives, time horizon, risk tolerance, and tax situation to provide personalized advice about whether and how precious metals might fit within your overall financial strategy. A registered investment advisor can help you understand how precious metals correlate with other asset classes, assess concentration risks, and determine appropriate allocation percentages based on your unique circumstances.
Your tax professional should be consulted regarding the tax implications of precious metals transactions, including potential capital gains taxes, reporting requirements, and the specific rules governing precious metals IRAs. Different types of precious metals transactions may have varying tax consequences, and the timing of purchases and sales can significantly impact your tax liability. Legal counsel may be particularly important for clients considering substantial precious metals holdings, estate planning involving precious metals, or business entities purchasing precious metals. Additionally, if you’re considering precious metals as part of a retirement strategy, consulting with professionals who specialize in retirement planning and understand the complex regulations governing precious metals IRAs is essential for ensuring compliance and optimizing your retirement planning strategy.
Axiom Bullion’s services are specifically limited to facilitating precious metals transactions between our clients and reputable precious metals dealers within our established network. Our brokerage services include negotiating pricing on your behalf, coordinating transaction logistics, ensuring proper documentation, facilitating secure payment processing, and arranging insured shipping or storage as needed. We act as your dedicated representative throughout the transaction process, working exclusively in your best interest to secure optimal terms and ensure smooth, professional execution of your precious metals transactions. Our transparent 3% brokerage fee covers all aspects of our client advocacy services, from initial consultation through transaction completion, with no hidden charges or surprise fees.
However, our services do not extend beyond precious metals brokerage activities. We do not provide estate planning, tax preparation, financial planning, investment management, or any other financial services that require specific professional licenses or registrations. We cannot act as custodians for precious metals IRAs, although we can facilitate transactions with approved IRA custodians on your behalf. We do not offer lending services, accept precious metals as collateral, or engage in precious metals leasing arrangements. Our role is strictly limited to representing clients in arms-length transactions with established dealers, and we do not participate in complex financial arrangements, derivative products, or speculative trading strategies involving precious metals.
Axiom Bullion currently provides brokerage services to clients located within the United States, subject to compliance with all applicable federal, state, and local regulations. Our ability to serve clients may be limited or restricted in certain jurisdictions based on local laws, regulations, or licensing requirements that govern precious metals transactions. Some states have specific regulations regarding precious metals sales, including registration requirements, bonding obligations, or transaction reporting mandates that may affect our ability to facilitate transactions for residents of those jurisdictions. We maintain current knowledge of regulatory requirements across different states and will inform you if any geographic limitations affect our ability to provide services in your location.
International transactions present additional complexities that currently fall outside our service scope. We do not facilitate precious metals transactions for clients located outside the United States, nor do we arrange international shipping of precious metals. Export regulations, customs requirements, international tax implications, and varying international laws regarding precious metals ownership make cross-border transactions extremely complex and beyond our current operational capabilities. Clients who relocate internationally should consult with appropriate professionals in their new jurisdiction regarding local regulations for precious metals ownership and any requirements for declaring or transporting precious metals across international borders. We recommend that clients planning international relocation address their precious metals holdings well in advance of any move to ensure compliance with all applicable regulations.
To ensure efficient service delivery and maintain our high standards of client advocacy, Axiom Bullion has established certain transaction parameters that apply to all brokerage services. We currently maintain a minimum transaction size of $5,000 for precious metals purchases and $2,500 for precious metals sales, though these minimums may be adjusted periodically based on market conditions and operational considerations. These minimums help ensure that our comprehensive brokerage services, including detailed consultation, market analysis, dealer negotiation, and transaction coordination, remain economically viable while providing substantial value to our clients. Clients interested in smaller transactions may wish to accumulate funds over time to meet our minimums, allowing them to benefit from our professional brokerage services and client advocacy approach.
Maximum transaction sizes may also apply based on market conditions, dealer inventory availability, and regulatory requirements. While we regularly facilitate substantial transactions for high-net-worth individuals and institutional clients, extremely large transactions may require extended coordination time, multiple dealer relationships, and special arrangements for security and logistics. We work closely with clients planning large transactions to ensure proper planning, optimal execution, and appropriate security measures throughout the process. Additionally, certain types of precious metals products may have their own minimum or maximum order quantities set by manufacturers or dealers, which we will clearly communicate during the consultation process. Our commitment to transparency means we will always discuss any applicable transaction parameters before beginning work on your behalf, ensuring you have complete understanding of all requirements and limitations.
Precious metals markets are subject to significant price volatility that can result in substantial gains or losses over both short and long-term periods. Gold, silver, platinum, and palladium prices fluctuate continuously based on numerous factors including global economic conditions, currency movements, interest rate changes, inflation expectations, geopolitical events, industrial demand, investment demand, central bank policies, and market speculation. These price movements can be sudden and dramatic, with precious metals prices capable of declining or advancing by several percentage points within a single trading day. Historical price appreciation in precious metals provides no guarantee of future performance, and periods of significant price decline have occurred regularly throughout history, sometimes lasting for extended periods.
Clients must understand that the value of their precious metals holdings will fluctuate with market conditions and may be worth substantially more or less than their original purchase price at any given time. The timing of precious metals transactions can significantly impact financial outcomes, and even professional market analysts cannot consistently predict short-term or long-term price movements with accuracy. Market liquidity can also vary, particularly during periods of extreme volatility or economic stress, potentially affecting the ability to sell precious metals quickly or at desired prices. While physical precious metals have historically maintained some value over very long periods, they can experience extended periods of underperformance relative to other asset classes, and there is no guarantee that precious metals will maintain their purchasing power or provide positive returns over any specific time period.
Every precious metals transaction involves various risks that clients should carefully consider before proceeding. While Axiom Bullion works diligently to minimize these risks through careful dealer selection and professional transaction management, certain risks remain inherent in any precious metals transaction. Dealer solvency risk exists whenever engaging in transactions with any counterparty, as even established dealers could potentially face financial difficulties that affect their ability to complete transactions or honor commitments. Although we work exclusively with reputable dealers who have demonstrated financial stability and professional integrity, no screening process can completely eliminate counterparty risk. Delivery risk encompasses the possibility of delays, losses, or damages during shipping, despite the use of insured, secure shipping methods and established logistics providers.
Authentication risk involves the possibility that precious metals products may not meet stated specifications or could potentially be counterfeit, though this risk is significantly minimized when working with established dealers and recognized mints. Storage risk applies to clients who choose third-party storage facilities, as these facilities could potentially face operational issues, security breaches, or business failures that could affect access to or recovery of stored metals. Transaction timing risk relates to the period between order placement and settlement, during which market prices continue to fluctuate, potentially affecting the final transaction value. Payment processing risks include potential delays, errors, or failures in fund transfers that could affect transaction completion. While our professional brokerage services include extensive due diligence and risk mitigation measures, clients must understand that we cannot eliminate all transaction risks and that they bear ultimate responsibility for their transaction decisions.
Axiom Bullion makes no guarantees, warranties, or promises regarding the future value, performance, or suitability of precious metals as investments or stores of value. We cannot and do not guarantee that precious metals will appreciate in value, maintain their current value, preserve purchasing power, provide portfolio protection, or achieve any specific financial objectives. Our role as your broker and client advocate extends only to facilitating transactions on the best available terms, not to ensuring any particular financial outcome from precious metals ownership. While we negotiate diligently on your behalf to secure optimal pricing from our dealer network, we cannot guarantee that the prices obtained represent the absolute best prices available in the global market at any given moment, as precious metals trade continuously across multiple markets worldwide.
We provide no warranties regarding the future liquidity of precious metals markets, the continued availability of specific products, or the ongoing viability of dealer relationships. Market conditions, regulatory changes, or other factors beyond our control could affect the ability to buy or sell precious metals in the future. While we conduct thorough due diligence on dealers within our network, we cannot guarantee or warrant the ongoing solvency, performance, or business practices of these independent entities. Similarly, while we facilitate transactions with established storage facilities and IRA custodians, we provide no guarantees regarding their continued operation, security measures, or service quality. Clients must understand that precious metals transactions involve accepting various risks and uncertainties, and that neither Axiom Bullion nor any other party can guarantee specific outcomes or eliminate the inherent risks associated with precious metals ownership.
Clients engaging Axiom Bullion’s brokerage services accept certain responsibilities essential for successful transaction completion and regulatory compliance. First and foremost, clients must provide accurate, complete, and truthful information during all interactions, including identity verification, source of funds documentation, and transaction details. Federal regulations require us to verify client identities and may require additional documentation for large transactions or those involving certain payment methods. Clients must promptly provide requested documentation and understand that failure to do so may result in transaction delays or cancellation. Clients are solely responsible for making their own independent decisions about whether to engage in precious metals transactions, as we do not provide investment advice or recommendations about the suitability of precious metals for their specific financial situations.
Clients must ensure they have clear title and legal authority to sell any precious metals they wish to liquidate through our services, and they must accurately represent the condition, authenticity, and specifications of metals being sold. Payment obligations must be met according to agreed terms, with clients responsible for ensuring sufficient funds are available when required for transaction settlement. Clients bear responsibility for arranging appropriate insurance, security, and storage for their precious metals holdings after delivery, as our services conclude upon successful transaction completion and delivery. Tax reporting and compliance obligations remain entirely with clients, who must consult appropriate tax professionals regarding reporting requirements, capital gains calculations, and any other tax implications of their precious metals transactions. Clients must also maintain confidentiality of transaction details, security procedures, and any proprietary information shared during the brokerage process.
Axiom Bullion reserves the right to decline or discontinue services for any client or transaction that we determine, in our sole discretion, may violate applicable laws, regulations, or our business policies. We maintain strict anti-money laundering (AML) and know-your-customer (KYC) procedures that may require us to decline certain transactions or client relationships that cannot be properly verified or that present elevated risk factors. We cannot facilitate transactions that we reasonably believe may be connected to illegal activities, tax evasion, or other improper purposes. Our brokerage services are available during normal business hours, and while we strive to accommodate client scheduling needs, we cannot guarantee 24/7 availability or immediate response to all inquiries.
Market conditions, dealer inventory limitations, or other factors beyond our control may occasionally prevent us from facilitating certain transactions or obtaining specific products requested by clients. While we maintain relationships with multiple dealers to ensure broad market access, we cannot guarantee the availability of every precious metals product at all times. Force majeure events including natural disasters, wars, terrorism, cyberattacks, pandemic-related restrictions, or other extraordinary circumstances may temporarily affect our ability to provide services or complete transactions. We maintain business continuity plans to minimize service disruptions, but clients should understand that certain events beyond our control may impact transaction timing or availability. Our obligation to provide brokerage services is limited to the specific terms agreed upon for each transaction, and we reserve the right to modify our service offerings, fee structures, or operational procedures with appropriate notice to clients.
Any disputes arising from or relating to Axiom Bullion’s brokerage services shall first be addressed through good faith negotiation between the parties, with both sides committed to professional, respectful communication aimed at achieving mutually acceptable resolution. We maintain a formal complaint resolution process designed to address client concerns promptly and fairly, with senior management involvement in reviewing and resolving any significant issues. If direct negotiation fails to resolve a dispute, both parties agree to participate in mediation conducted by a neutral third-party mediator experienced in commercial disputes, with mediation costs shared equally between the parties. Only if mediation fails to achieve resolution within 60 days may either party proceed to binding arbitration, which shall be conducted according to the Commercial Arbitration Rules of the American Arbitration Association.
All services provided by Axiom Bullion and these terms of service shall be governed by and construed in accordance with applicable federal laws and the laws of our state of incorporation, without regard to conflict of law principles. Clients agree that any arbitration proceedings shall be conducted in our state of incorporation unless otherwise mutually agreed. The arbitrator’s decision shall be final and binding, with very limited rights of appeal as provided by applicable arbitration law. Both parties waive any right to jury trial and agree that no dispute shall be brought as a class action or other representative proceeding. This dispute resolution process applies to all claims except those that may not be subject to arbitration under applicable law, such as certain intellectual property disputes or claims that fall within small claims court jurisdiction. Clients acknowledge that this dispute resolution agreement is a material inducement for Axiom Bullion to provide brokerage services and that we would not offer services without this mutual agreement to resolve disputes outside of traditional litigation.
Axiom Bullion maintains strict privacy and data protection policies designed to safeguard client information throughout our brokerage relationship and beyond. We collect only the information necessary to provide our brokerage services and comply with applicable regulations, including identity verification, transaction processing, and regulatory reporting requirements. Client information is never sold, rented, or shared with third parties for marketing purposes, and we limit information sharing to what is strictly necessary for transaction completion, such as providing required details to dealers, shipping companies, or storage facilities involved in your transactions. We employ industry-standard security measures including encryption, secure data storage, and access controls to protect client information from unauthorized access or disclosure.
As a precious metals broker, Axiom Bullion maintains compliance with all applicable federal and state regulations governing precious metals transactions. This includes compliance with anti-money laundering (AML) regulations, Office of Foreign Assets Control (OFAC) screening requirements, and applicable reporting obligations under the Bank Secrecy Act. Certain transactions may trigger regulatory reporting requirements, including IRS Form 8300 for cash transactions exceeding $10,000 or suspicious activity reports for transactions exhibiting certain risk indicators. Clients should understand that we are legally obligated to comply with these reporting requirements and cannot structure transactions to avoid applicable reporting thresholds, as doing so would constitute a federal crime.
Axiom Bullion reserves the right to modify these legal disclaimers, terms of service, and operational procedures as necessary to maintain legal compliance, improve service delivery, or adapt to changing market conditions. Material changes to terms affecting existing client relationships will be communicated with reasonable advance notice, typically 30 days, unless immediate changes are required for legal compliance or risk management purposes. Continued use of our services following notification of changes constitutes acceptance of modified terms. Clients who do not agree with modified terms may discontinue use of our services and complete any pending transactions under previously agreed terms.
We encourage all clients and prospective clients to contact us with any questions about these legal disclaimers, our brokerage services, or any aspect of precious metals transactions. Our commitment to transparency and client education means we welcome the opportunity to clarify any points of uncertainty and ensure complete understanding of our role as your precious metals broker. Please reach out to our client services team during business hours for assistance with any questions or concerns about the information provided in this disclosure document.
This legal disclaimer document is provided for informational purposes and does not constitute legal advice. Axiom Bullion strongly recommends that all clients consult with their own legal counsel, tax advisors, and registered investment professionals before engaging in precious metals transactions. Last updated: 19th September 2025
