Get Application To Open A Margin Trading Account (personal)

Filling out the Application To Open A Margin Trading Account (Personal) online can be a straightforward process when approached step-by-step. This guide provides detailed instructions on each section of the form to ensure you complete it accurately and efficiently.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to obtain the application form and open it in your preferred editor.
2. Begin with Section 01, Personal Details. Fill in your surname, forenames, title, date of birth, current residential address, postcode, and the duration at your current address. If you have changed your residence within the last three years, specify your previous address.
3. In Section 02, Contact Numbers, provide your main contact number and email address. Both fields are mandatory.
4. Section 03 focuses on Employment Details. Indicate your employment status (employed, self-employed, retired, or unemployed). If employed, include your employer's name and their address along with the nature of the business and your position. If self-employed, ensure you provide details about your business.
5. In Section 04, Financial Details, input your approximate annual income before tax and source of funds. You also need to provide the approximate value of your savings and investments (excluding property). Specify if these funds come from employment, inheritance, investment, or another source.
6. Proceed to Section 05, Statement/Confirmations Instructions. You can choose to receive confirmations and monthly statements via email or by post (note that postal statements incur a fee of £1 each). Indicate your preference.
7. Fill out the Your Knowledge and Experience section to demonstrate your trading familiarity. Evaluate how frequently you have traded shares, exchange-traded derivatives, and OTC derivatives over the last three years. Note your trading experience and qualifications.
8. Complete the Declarations section by confirming that you understand the nature and risks of margin trading. Ensure you state your age is over 18 years and that the information provided is accurate before signing and dating the document.
9. Lastly, ensure you attach the required documentation: a photocopy of your passport, driving license, or national ID containing a photo, and a recent utility bill.
10. Save your changes, then download, print, or share the completed form as necessary.

Begin your application process online today.