Please ensure that clients are aware of the following: 


PRO Quiz is an open-book quiz and so learning materials can be used in order 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 in order to pass 

When they are ready, please have them refer to this Quiz and ensure they complete and sign the Acknowledgment. 

> Change the GC to FP if the client signed the acknowledgement and send a screenshot to Ops. Please DO NOT change the GC if there’s an open trade. 

 

 

Set Pro Status in the hub: 


Things to check:


1.) They must pass the pro quiz AND 

2.) Have a pro acknowledgement completed before we upgrade them - 

3.) We have to finalize their registration. We will need some additional details to confirm their eligibility:



If you qualify via trading experience, please provide:

Trading statements showcasing that you have executed at least:

  1. 20 trades per quarter; and 
  2. 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.

 

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.
 

 

4.) once you have seen that they have passed the pro quiz and signed the acknowledgement, and qualified via trading experience- then can the team please click the Set Pro Status button




3.