【1】Client Transfer Procedure and Important Notes
Kindly refer to the following step-by-step explanation
for the client transfer procedure:
Step 1 Sales Submits
Transfer Request
- Submit A2. Client Transfer ticket
- Ensure accurate client information is
provided
Step 2 Client's Original Affiliation Check
a. If affiliated with a Sales > OP execute client transfer
b. If affiliated with IB (Introducing Broker) > Forward to original IB or HOD for approval > OP execute client transfer
Notes:
- OP directly executes the transfer operation, limited to customers who registered on the official website within 3 working days. The start date is calculated from the customer's registration date.
- Rebate Rule:
Rebates generated before transfer completion cannot be claimed.
- Information
Accuracy: Sales must provide precise client details.
- System
Automation: Fresh system initiates approval requests automatically when
required.