Please ensure that clients are aware of the following:
PRO Quiz is an open-book quiz and so learning materials can be used to answer these questions correctly
There is no time limit on the Quiz so we advise them to move through the questions carefully and take their time
There are a maximum of two attempts for this quiz
They need 100% in the Quiz to pass
When they are ready please have them refer to this Quiz and also please ensure they complete and sign the Acknowledgment.
If the client passes the quiz, and we receive their application for our Pro trading account, we will need some additional details to confirm their eligibility:
Template:
"Hi XXX,
Thank you for choosing Fusion Markets as your trusted trading partner.
We have received your application for our Pro trading account. To finalize your registration, we will need some additional details to confirm your eligibility:
If you qualify via trading experience, please provide:
Trading statements showcasing that you have executed at least:
- 20 trades per quarter; and
- Notional volume of $1,000,000 AUD per quarter
In 4 quarters within the last 2 years. This can be demonstrated from your Fusion Markets account, another provider, or a combination of both.
Only official trading statements are accepted; these should display your name, broker, trade currency, volume, and/or notional value.
If you qualify via relevant work experience, please provide:
- Employer name:
- Position Held:
- Employment Period:
- Description of job responsibilities (i.e., how they relate to leverage trading CFDs).
- Your most recent payslip
- Any other relevant documentation.
We will promptly review your application once the requested documents have been received.
Should you have further concerns, please don't hesitate to reach out 24 hours a day. We're just an email, live chat, or phone call away."