KEY FEATURES
OPPORTUNITY
Maintain existing leverage
PRIORITY
Access new products first
SECURITY
Segregated funds protection
ACCOUNT CONDITIONS
As a wholesale (Pro) client, you will not be entitled to some of the protections afforded to retail clients under the Corporate Act 2001 (Cth)
IC Markets is not required to provide a Product Disclosure Statement (PDS) or the Financial Services Guide (FSG).
You could possibly forfeit the ability to seek recourse with the Australian Financial Complaints Authority (AFCA). However, it remains entirely at their discretion.
IC Markets is not required to provide a Product Disclosure Statement (PDS) or the Financial Services Guide (FSG).
You could possibly forfeit the ability to seek recourse with the Australian Financial Complaints Authority (AFCA). However, it remains entirely at their discretion.
As an IC Markets Pro client, we will continue to segregate your funds in the same way as before in accordance with the client money provisions of the Corporate Act 2001(Cth)
Am I eligible for an IC Markets Pro account ?
Option 1 - Wealth Test
If you are able to answer 'yes' to the following, you may be eligible:
You have net assets of at least A$2.5 million, OR
You have a gross income for each of the last two financial years of at least AUD 250,000.
Demonstrate your knowledge of leveraged trading by completing a short online test.
When calculating your net assets remember to include the following: your home, other properties/land, superannuation, trusts, shares, other investments, savings, value of business, car/boat/caravan.
Download an Application Form:
Fill the form and upload it into your client area
By providing this certificate, you hereby acknowledge that you wish to apply to be treated as a Wholesale Investor, you understand the implications, and that at any time you can withdraw your consent (by notifying us).
Option 2 - Sophisticated Investor Test
An eligible client is someone who we believe has previous experience that allows them to assess:
the merits of the product or service; and
the value of the product or service; and
the client's own information needs; and
the adequacy of the information given by the licensee; and...
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At a minimum you'll need to meet the following requirements:
Have an annual income of at least AUD$100,000 or assets of AUD$500,000
AND can demonstrate that you:
Have traded leveraged FX or CFDs 20 times per quarter for at least 4 quarters in the preceding 2 years with a notional value of AUD$1,000,000 or more
OR
Work or have worked in the financial sector for at least one year in a professional position which requires knowledge of leveraged trading (or FX or CFDs)
If you’re eligible, it’s easy:
- Contact our account team to confirm your Income or Assets.
- Provide evidence of your work experience or your trading if you have not done the minimum requirements with IC Markets.
- Demonstrate your knowledge of leveraged trading by completing a short online test.
Download an Application Form:
Fill the form and upload it into your client area
By providing this certificate, you hereby acknowledge that you wish to apply to be treated as a Wholesale Investor, you understand the implications, and that at any time you can withdraw your consent (by notifying us).