Checklist CFD

Checklist to start trading CFD
  • Activate your CFD facility
    • > Acct Mgt > CFD tab > Online Acct Opening
    • After submitting the form, check that your risk declaration is recorded as completed:
      > Acct Mgt > CFD tab > RFS & RDS
  • Complete Client Knowledge Assessment Declaration
    • > Acct Mgt > Stocks tab > CAR & CKA form
    • Question 3b must be “yes” if you want to trade CFDs
    • If the answer is “no” you need to take the quiz here and email the certificate to us after you have passed:
  • If the CFD you are trading is foreign/US listed
    • > Acct Mgt > Stocks tab > RWS Acknowledgement
    • > Acct Mgt > Stocks tab > Online Forms > US tax forms > W8 Ben form
  • Transfer fund into CFD
Method 1: PayNow
Method 2: Internal Transfer from Stocks Account
  • Log in POEMS, go to acct mgt > stocks > online form > withdrawal form > transfer to account > select accont number (CFD)
  • Ensure you have sufficient cash in stocks account. 
  • Go to acct mgt > account details, refer to "available cash for settlement today" column 
  • Submit before 10am, will update "Available Cash" same day afternoon, else will update next day afternoon 

*More information on CFD trading hours, commisision etc:

*More information on payment:

All posts and charts are for educational and illustration purposes only

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