This application form is for private clients wishing to apply for an execution only trading service.
This type of account is designed for individual investors that wish to execute transactions without any investment guidance. We are required by the FCA to classify our customers and you will be classified as a Retail Client. We will therefore limit the notifications or promotions you receive regarding high risk and complex products, such as placings etc.
If you wish to be classified as a Professional Client, or self-certificate as a High-Net Worth Individual or as a Sophisticated Investor, in order to receive notifications and promotions regarding high risk and complex products, then we will require further information from you in order to assess appropriateness. Please speak to your broker for more information.
To apply online for an individual only Execution Only Trading Account please click on the following link: Application
If you wish to apply offline or apply for a Joint Execution Only Trading Account please download and complete our paper-based Application Form and return to firstname.lastname@example.org.