Partner Broker Introduction Service

Synergy is a respected intermediary that collaborates with a select group of reputable brokers to offer a comprehensive and secure trading experience to both retail and professional clients. Synergy serves as a bridge, connecting clients with established custodians.

Our carefully chosen custodians are known for their reliability and strict adherence to regulatory standards, ensuring the safety and security of your funds.

For detailed information about each of our partnered brokers, please refer to the links provided below which will direct you to the respective about-us pages.

These resources provide valuable insights into their services, expertise, and industry reputation, empowering you to make informed decisions that align with your specific trading requirements.

Synergy maintains an unbiased approach and does not favor any particular broker. We receive an equal 20% share of the spread from each broker, regardless of your choice. This commitment ensures that our recommendations are driven solely by your best interests, without any bias or conflicts of interest.

Whether you are a retail trader seeking to enhance your trading strategies or a professional investor in need of reliable trading services, Synergy, as an intermediary, is dedicated to providing exceptional support. By leveraging the expertise of Synergy and our trusted broker partnerships, you can optimize your trading activities and work towards achieving your financial goals.

Appropriateness Assessment

Synergy requires you to undertake an appropriateness assessment before joining one of our partnered brokers. Please complete the appropriateness assessment below.

Upon successful completion Synergy will email you the sign up link to the broker of your choice.

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.

2a. 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? *
What are your trading objectives? *

2b. 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.

Service type, if yes enter how many years

2c. 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? *
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