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Why are you looking for an online platform?
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ONE
answer...
I'd like to trade with my own account, online
I'd like to buy an online investment portfolio but preferably have someone else manage it
Do you have any other investment relationships?
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MANY
as relevant...
Private Bank
Priority Bank
Financial Advisor
Independent Asset Manager
Other Online Platform
None, this is my first
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How sophisticated an investor are you?
/5
I am a retail investor
I am an experienced trader
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Is there anything else that you want to include?
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MANY
as relevant...
I would like fixed spreads
I would like to place orders inside the spread
24-hour customer service
Mobile phone trading app
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Which other features would you like on the platform?
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MANY
as relevant...
Charting
Research
News
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Please estimate your total investable assets.
US$
This is an important criteria to determine which companies best match your profile.
It is calculated as the approximate value of your liquid assets (excluding property, loans, and any other illiquid assets).
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What's your estimated account size?
US$
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What would be your typical trade size?
US$
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Which investment classes would you like to trade?
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MANY
as relevant...
Commodities
Equities
Fixed Income
FX (Foreign Exchange)
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For
Commodities
:
Which trading instruments do you require?
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MANY
as relevant...
Physical
Futures
ETFs
Funds
Options
CFDs
Spread betting
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For
Equities
:
Which trading instruments do you require?
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MANY
as relevant...
Direct securities
ETFs
Funds
Options
Futures
CFDs
Spread betting
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For
Fixed Income
:
Which trading instruments do you require?
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MANY
as relevant...
Direct Bonds (OTC)
ETFs
Funds
Futures
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For
FX (Foreign Exchange)
:
Which trading instruments do you require?
Select as
MANY
as relevant...
Spot FX
Forward Contracts
Non-Deliverable Forward
ETFs
Funds
Options
CFDs
Spread betting
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What's your top priority when choosing an online platform?
Choose
ONE
answer...
Lowest trading fees
Widest trading capabilities
Best online trading capabilities
Do you want to have margin facilities?
Choose
ONE
answer...
Yes
No
How experienced are you with managing your wealth?
/3
Inexperienced
Very experienced
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Where do you live?
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ONE
answer...
OTHERS
Country
What's your nationality?
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ONE
answer...
OTHERS
Country
What's your age?
.
30 & below
31 - 40
41 - 50
51 - 60
61 & above
Undisclosed
What's your profession?
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ONE
answer...
Industry
Accounting & Tax
Agriculture & Commodities
Aviation
Chemicals
Construction
Consulting
Education & Training
Electronics
Energy
F&B
Finance - Asset Management
Finance - Investment Banking
Finance - Wealth Management
Financial Services
Government
Hospitality and Tourism
Insurance
IT
Law
Lifestyle
Manufacturing
Maritime & Shipping
Marketing
Media - Advertising
Media - Arts
Media - Editorial & Content
Media - Film
Medical & Healthcare
Non-Profit Organisation
Oil & Gas
Pharmaceuticals and Biotechnology
Printing
Property Development
Real Estate
Retail
Sales
Science & Engineering
Technology
Transport & Logistics
Utilities
Others
Retired
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What’s your name?
Salutation
Mr
Ms
Mrs
Dr
First Name
Last Name
Why are we asking?
We will be calculating your results shortly. If you choose to connect with the companies you are matched with, a member of our team will be in touch to arrange for the introductions.
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Email
What’s your mobile phone number?
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Terms and Conditions
and that you meet the definition of an
Accredited Investor.
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