Income & Financial Information

Why do you need to know my source of income?

Our stockbroker partner requires this information as part of your financial profile.

It helps them understand the financial background of the customer when setting up the Stocks Trading account.

Why do you need my annual income?

Annual income is part of the financial information required by our stockbroker partner.

It helps establish your financial profile during the account-opening process.

Why do you need to know how much I expect to transfer?

This information helps establish your expected account activity and forms part of the financial profile required by our stockbroker partner.

Why do you need to know how frequently I make transfers?

Transfer frequency helps provide an understanding of your expected account activity.

This information is required by our stockbroker partner as part of the account-opening process.

What is liquid net worth?

Liquid net worth generally refers to the value of assets you can readily convert to cash. For example, this may include cash and certain financial investments.

To calculate it, add up the value of your readily accessible cash and investments, such as savings, stocks, bonds, etc

Why do you need to know my liquid net worth?

This information forms part of your financial profile and is required by our stockbroker partner when setting up your Stocks Trading account.

What is total net worth?

Total net worth generally refers to the value of what you own, less what you owe.

If you are unsure of the amount to provide, enter accurate information based on your actual financial situation.

Why do you need to know my total net worth?

Our stockbroker partner requires this information as part of your financial profile when setting up your Stocks Trading account.