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1. Personal Details

2. Synergy Markets Appropriateness Test

The objective of undertaking an appropriateness assessment is to obtain information as is necessary for a firm to assess whether its services (other than portfolio management or investment advisory) or products provided are appropriate for its’ clients; and to determine whether these clients have the necessary experience and knowledge to understand the risks associated with said investment services or products which are classified as complex.

To begin, please select a broker and you will be emailed the link to your chosen broker once we have determined your application.

a. Investment Knowledge & Experience
What is your overall general understanding of the derivatives market and derivatives trading?
Do you work, or have you worked in the financial sector for at least one year in a relevant professional position which requires knowledge of the nature and risks associated with the products that you wish to invest in?
Do you have any other relevant professional experience or qualifications which would assist your understanding of the nature & risks associated with the products that you wish to invest in?
Please provide details:
What are your trading objectives?
b. Have you ever traded in Derivatives?

(CFDs, Spread betting, FX, Warrants, Futures or Options)

Trading Frequency
Often is defined as having carried out transactions, in significant size, at an average frequency of at least 10 trades per quarter over the previous four quarters.
Average Trade Size

Service type, if yes enter how many years

Execution only

years

Advisory

years

Managed

years

c. Please answer the following questions
1. The exchange rate between two countries is influenced by the following factors (select statement which is true):
2. Leverage can?
3. When the market receives important unexpected news, it will be more likely to:
4. If you use £500 as margin on a £10,000 position, what is your exposure?
5. If you traded CFDs in a foreign currency, is it possible to incur a loss if the currency rate changes, even if the quoted price of the CFD remains the same.
6. CFDs are often highly leveraged which can create greater risk. Does this mean:
7. CFDs give you?
8. If you go into margin call, who is responsible for providing additional margin?
9. Who is ultimately responsible for monitoring and managing your trading account?

Thank you for your submission. We will email you the link to your chosen broker once we have determined your application.

London CityPoint Tower, Ropemaker Street, London, EC2Y 9HT info@synergy-markets.com +44 (0) 203 868 8821