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How much of my Trust Agreement do you need?

Opening a Trust account requires the submission of a copy of the Trust Agreement, Trust Authorisation From, and an up-to-date extract from the Trust Deed. The extract of the Trust Deed must verify the following information:

  • Full name of the Trust
  • Nature or purpose of the Trust
  • Country Established
  • Trust Settlor
  • Full name of each trustee
  • Full name of each beneficiary
  • Full name of any individual with control over the Trust
  • Executed signature page

To open an account in the name of a trust, the terms of the trust must not prohibit or conflict with the terms of the Client Agreement or Trustee's resolution.

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Order Execution Only

Order Execution Only

Regulatory Documents:
CIRO: Avoiding Fraud and Protecting Your Investments, How CIRO Protects Investors, CIRO Complaints Brochure, CIPF Brochure, CIPF Coverage Policy, CIRO Order Execution Only Bulletin, Conflict Disclosure Statement, Covid-19 and Cyber Security - Tips for Investors, Relationship Disclosure Information Document, Notice of Acknowledgment, Before You Begin Trading

The relationship between Friedberg Direct and FXCM was formed with the purpose to allow Canadian residents access to FXCM's suite of products, while maintaining their accounts with a regulated Canadian firm. All accounts are opened by and held with Friedberg Direct, a division of Friedberg Mercantile Group Ltd., a member of the Canadian Investment Regulatory Organization (CIRO). Friedberg customer accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca.

* The percentage of our retail client accounts that were profitable in each of the previous most recent quarters was: Quarter 4, 2025: 41% | Quarter 3, 2025: 41% | Quarter 2, 2025: 34%. These figures are provided for transparency purposes only and do not constitute an indication of future performance or results.