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How much of my Trust deed do you need?

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. You will need to provide Friedberg Direct with a copy of the trust deed or pages of the trust deed with the following information:

  • Full Name of the Trust
  • The full business name (if any) of the trustee in respect of the trust
  • Type of Trust
  • Country in which the trust was established
  • Trustee Information including full name of the trustee (information maybe for a company, individual, or both)

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Order Execution Only

Order Execution Only

Regulatory Documents:
IIROC Brochure: How Can I Get My Money Back, How IIROC Protects Investors, IIROC Complaints Brochure, CIPF Brochure, CIPF Coverage Policy, IIROC Order Execution Only Bulletin, Conflict Disclosure Statement, Covid-19 and Cyber Security - Tips for Investors, Relationship Disclosure Information Document, 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 Investment Industry Regulatory Organization of Canada (IIROC). 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.