Get Customer Knowledge Assessment Form - Cmc Markets

Completing the Customer Knowledge Assessment Form is essential for ensuring that CMC Markets can evaluate your knowledge and experience related to trading. This guide provides clear, step-by-step instructions to assist you in filling out the form accurately and efficiently.

Follow the steps to successfully complete your assessment.

1. Use the ‘Get Form’ button to access the Customer Knowledge Assessment Form and open it in your preferred document editor.
2. Begin with Section A, which focuses on your investment experience. Indicate whether you have engaged in contracts for differences, leveraged foreign exchange, and other specified investment products by selecting the relevant boxes.
3. Record the number of transactions you have undertaken in the last three years by selecting one of the options provided: 1 to 5 transactions, 6 or more transactions, or if you have never invested or traded.
4. Proceed to Section B, where you will note your educational qualifications. Review the listed fields and check any that apply to you, including accountancy, finance, and other relevant areas.
5. Move on to Section C, which pertains to your work experience in the last ten years. Indicate your work experience in fields such as financial risk management or provision of legal advice by selecting the appropriate options.
6. Answer the question regarding the duration of your consecutive years in the job you indicated. Choose between 'less than 3 years' or '3 or more years.'
7. In the Declaration section, review the information you have provided. Confirm that it is accurate and complete by signing and dating the form. Make sure to fill in your account name, account number, registered email address, and the date.
8. After completing the form, save your changes. You can choose to download, print, or share the form via email with the designated contact.

Take action now by completing your Customer Knowledge Assessment Form online.