Managed Account Process

Transparency:
Client retains 24hr control with unique username & password allowing constant access to his/her own account.

Liquidity:
Trading Account opened by client in his/her own name for maximum peace of mind. Withdrawal of total fund within 72 hours, on client's instruction, without penalty.

Process to open a Managed Account: 

1. Complete online application - LIVE TRADE ACCOUNT

2. Allow 48hrs for the account to be opened.

3. Fund the account which is opened in your personal name. If you already have a trading account, request the funds to be transferred to the new account.

4. Upon account funded, we will send you a LPOA (Limited Power of Attorney).

5. With a signed LPOA and funding of the account completed, trading will commence.