【2】IB Transfer Procedure and Important Notes

Kindly refer to the following step-by-step explanation for the IB transfer procedure:

Step 1 Sales Submits Transfer Request (A2. IB Account Transfer)

Step 2 Commission Structure Verification

a. If changes required > Provide new commission template for review

b. If no changes needed > Maintain existing structure

Step 3 Original responsible sales representative reviews transfer request

Step 4 Client reviews and agrees to new IB rebate arrangement

Step 5 OP execute transfer operation

Notes:

- New account owner must have the same rebate account groups as the transferring IB

- If a new IB agreement is required, transfer can only proceed after receiving the signed new agreement