VIP Elite Bootcamp Client Intake Form

1. What's Included

Your enrollment in the OTB VIP Elite Bootcamp includes: 12 weekly 1-on-1 Zoom coaching sessions with Henry (60 minutes each), 12 live market open sessions with Anand, text and call access Monday–Friday for 90 days, Anand's proprietary 3 Gems setups, full workspace build across all devices, a physical kit (handbook, laminated wall charts, desk cards), weekly graded paper trades with written feedback, an IRA configuration session, Santa Claus Rally prep and watchlist, and lifetime OTB community and VIP alumni Slack access.

2. Client Responsibilities

You agree to show up to scheduled sessions on time and prepared. You agree to complete weekly homework assignments and paper trading exercises between sessions. You understand that results depend on your consistent effort, engagement, and execution of the framework taught. Missed sessions without 24-hour notice may be forfeited.

3. Scheduling & Rescheduling

Sessions must be scheduled within the 90-day program window. Henry and Anand will make reasonable efforts to accommodate your schedule. Sessions cancelled with less than 24 hours notice may be counted as used. The 90-day window begins on the date of your first session.

4. Payment & No Refund Policy

The VIP Elite Bootcamp is priced at $4,997 USD, payable in full prior to program commencement. All sales are final. Due to the personalized, time-intensive nature of this program — including reserved coaching hours, custom session preparation, and physical materials — no refunds will be issued under any circumstances once payment has been received.

5. Educational Purposes Only

All content, coaching, frameworks, setups, and materials provided through the OTB VIP Elite Bootcamp are for educational and informational purposes only. Nothing provided constitutes financial advice, investment advice, or a recommendation to buy or sell any security. You are solely responsible for all trading decisions and any resulting gains or losses. Trading options involves substantial risk of loss.

6. No Guarantee of Results

Options Trading for Beginners makes no guarantees of specific trading results, income, or profitability. Outcomes depend on individual effort, market conditions, account size, and risk tolerance. Testimonials and examples shared are not representative of typical results.

7. Intellectual Property

All program materials — including the 3 Gems setups, frameworks, worksheets, charts, and session recordings — are the intellectual property of Options Trading for Beginners. You may not reproduce, share, resell, or distribute any program content without written permission.

8. Confidentiality

Information shared during coaching sessions is kept confidential by Henry and Anand. We ask the same of you — please do not share proprietary setups, session content, or other students' information outside the program.