Corporate and Superannuation / Trust Clients

What Account Type Is Right for Me?

Please check all boxes applicable to you.

I am an experienced trader, placing in excess of 20 trades in CFDs (e.g. indices, shares or commodities), Forex or other leveraged products (e.g. futures/options) in the last 12 months.

I plan on funding my corporate account with at least 50,000 CCY¹.

I am able to provide a certified copy of a superannuation deed or a certified trust extract for a superannuation that detail the following:

Trust Formation – Full Trust Name, Date and Country of Formation, Purpose for Creation, Type of Trust, and Proof of Trust Execution, and
Trustee and Beneficiary Information – Full name, date of birth, and address of each trustee, the settlor or trust maker, and all the beneficiaries.

I am able to provide the following documents as part of my corporate application:

Certificate of Incorporation,
Articles of Organization,
Certificate of Directors, and
Share/Ownership breakdown.

I have net assets of at least AUD $2.5 million, and/or a gross income of at least AUD $250,000 for each of the last two financial years, as certified by an accountant.

I am a holder of an Australian Financial Services Licence (AFSL) or a body regulated by the Australian Prudential Regulation Authority (APRA) or registered under the Financial Corporations Act 1974.

I am a trustee of a superannuation product with at least AUD $10 million in assets or have/control gross assets of at least AUD $10 million.

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Corporate and Superannuation / Trust Clients

What Account Type Is Right for Me?

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