Client Portal - Risk Agreement

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the Risk Agreement settings, you can configure the agreement for trading account requests and transfer requests. This allows you to include terms and conditions that clients can review before proceeding with their request submission. Clients will be required to agree to the terms and conditions before they can proceed, ensuring compliance and mutual understanding between your business and the clients.

You can easily navigate between the two agreements by using the side menu.

You will be able to select your preferred interaction mode for your clients.