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How do I register a client?
You can register new clients and upload supporting documentation through our online application tool. Client...
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Can I invest in an asset that is not available on the platform?
If an asset is not on the “Investment List”, we will be happy to try...
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Where can I find information on what assets are available?
Our “Investments List” which is available to view through your secure login will provide information...
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Do I have to leave a portion of the investment in cash?
Yes, a minimum of 2% must be kept in the cash account to cover fees...
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How are trades executed?
Trades are submitted by our dealing team to BNY Mellon’s Pershing Securities International Limited, a...
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Can I trade in real time?
No, we do not offer live market trading. Asset pricing is based on the latest...
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Are there cut-off times for trade requests?
Yes, the daily trade cut-off times are at 8:30, 10:30, and 14:00 (UK time)
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What is the minimum investment amount?
There is no investment minimum on platform for initial or top up deposits
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Which currencies can I invest in?
The Service reports and facilitates investment in US Dollars (USD), Sterling (GBP), Euros (EUR), Swiss...
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Are there any restrictions on the type of assets that are available?
Yes, the investment options that we make available must be approved by the platform and...
