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Dear Compliance Team, Please review and process the attached corporate account application. This application is for a corporate entity that holds an Australian Financial Services License (AFSL) or is an Authorised Representative of an AFSL holder. Please verify the validity and standing of the provided AFSL. Should the application be approved, please forward this email to the Operations Team at accounts@vantagemarkets.com.au for account setup. Thank you for your prompt attention.
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regulator
You are the director of
Company Name*
(Company Name)
Accordingly, by proceeding with Vantage Global Prime Pty Ltd’s (Vantage) onboarding process, you represent to Vantage that you have the requisite approval of any other director(s) of the Company to act on behalf of the Company, the required authority to legally bind the Company in respect of any decisions, actions or conduct undertaken by you on behalf of the Company and that Vantage can rely on your representation of yourself as a person with that approval and authority.

If, at any point, you cease to hold the authority to act on behalf of or legally bind the Company, you must notify us immediately.

If you do not have such approval or authority, we ask that you do not proceed with Vantage’s onboarding process in respect of the Company.

In addition, please provide any minute extract, power of attorney or other hard evidence that provides for the authorisation.
Company Details
Full legal name of company:*
Regulatory Body Name:*
ABN/ACN*
Company Type*
Do you have LEI?*
Legal Entity Identifier(LEI)
Nature of the Business*
Source of funds*
Estimated monthly trading volume*
Total assets managing (AUD)*
Registered Business address
Street number and Name*
City/Suburb*
State/Territory*
Postal code*
Principle place of business address
Street number and Name*
City/Suburb*
State/Territory*
Postal code*
Contact Details
First Name*
Middle name
Last Name*
Role in the Company
Email address*
Confirmation of Email address*
Mobile phone*
Home phone
Work Phone

Company Officers:

Officer 1
Title*
First Name*
Middle name
Last Name*
Date of Birth*
MM slash DD slash YYYY
Residential Address*
Contact phone number*
Authorised signatory on the account*
Role in the company*
Officer 2
Title
First name
Middle Name
Last Name
Date of birth
MM slash DD slash YYYY
Residential Address
Contact phone number
Authorised signatory on the account
Role in the company
Company ownership

Are there any individuals who own (directly or indirectly) 25% or more of the company?*
1st*
Full Name*
Date of Birth*
MM slash DD slash YYYY
Full addresss*
2nd
Full Name*
Date of Birth*
MM slash DD slash YYYY
Full addresss*
3rd
Full Name*
Date of Birth*
MM slash DD slash YYYY
Full addresss*
4th
Full Name*
Date of Birth*
MM slash DD slash YYYY
Full addresss*
Are there any individuals who ultimately control (directly or indirectly) the company?*
1st*
Full Name*
Date of Birth*
MM slash DD slash YYYY
Full addresss*
2nd
Full Name*
Date of Birth*
MM slash DD slash YYYY
Full addresss*

As part of our standard onboarding process, we kindly request that you answer the following question in the context of the individual corporate entity (not the group entity). Please ensure all information provided is accurate. Inaccurate details may lead to rejection of your account application.
1. Which of the following best describes the source of your funds for trading?*
- Employment/self-employment income
- Inheritance
- Savings and investments
- Passive income (i.e. rent, financial investments etc.)
- Borrowings
- Business income
2. Are you currently experiencing, or likely to experience in the near future, any of the following events?*
- Age-related impairment
- Financial abuse
- Job loss
- Mental or other form of serious illness
- Addiction
- Any other personal or financial circumstances causing significant detriment
- No
3. Are you currently going through bankruptcy?*
- Yes
- No
4. What is your yearly income before tax?*
- Less than A$25,000
- A$25,000 - A$49,999
- A$50,000 - A$74,999
- A$75,000 - A$99,999
- A$100,000 - A$149,999
- A$150,000 - A$399,999
- More than A$400,000
5. How much do you have in the way of savings and investments?*
- Less than A$5,000
- A$5,000 - A$19,999
- A$20,000 - A$49,999
- A$50,000 - A$74,999
- A$75,000 - A$99,999
- A$100,000 - A$199,999
- A$200,000 - A$399,999
- More than A$400,000
6. Approximately how much are you prepared to risk each year by trading?*
- Less than A$5,000
- A$5,000 – A$9,999
- A$10,000 – A$19,999
- A$20,000 – A$49,999
- A$50,000 – A$89,999
- A$90,000 - A$199,999
- A$200,000 – A$399,999
- More than A$400,000
7. Why do you want to trade CFDs with us?*
- Capital preservation- can’t accept any capital loss
- Speculating on potential future price movements
- Hedging exposure to underlying assets.
- Hedging positions taken in relation to other CFDs
- I already trade but I want the ability to trade with more than one CFDs issuer.
- Guarantee future cash flows- by consistently maintaining a positive cash flow.
- Short term investments
- Intraday trading.
- Exposure to a variety of assets
8. How would you describe your risk appetite considering leveraged CFD trading with Vantage Markets? (Risk Appetite):*
- I am fully aware of the risks and comfortable with the possibility of losing my entire account balance in pursuit of higher returns.
- I am prepared to take on a significant level of risk and accept that a significant amount of my account balance may be at risk.
- I prefer a conservative approach, only accepting some risk but aiming to preserve part of my capital.
- I am only willing to take minimal risk and accept limited potential losses.
9. I generally intend to hold my Margin FX and CFD trades open for the following timeframes:*
- Intraday (less than one day)
- Day to day trading and generally less than one week
- One week to one month
- Up to 3 months
- More than 3 months
10. How would you describe your risk tolerance when considering leveraged CFD trading with Vantage Markets? (Risk Tolerance):*
- I can tolerate losses amounting to the entire amount of my trading account in the pursuit of profits.
- I can tolerate losses greater than 50% of my trading account in the pursuit of profits.
- I can accept losses below 50% of my trading account in the pursuit of profits.
- I can accept losses below 20% of my trading account in the pursuit of profits.
11. How would you feel if you placed a trade and found out today that it’s currently in a losing position?*
- Positive – I am comfortable with the risks of trading
- Neutral – I understand that there are real risks associated with trading
- Panic – I am uncomfortable with any trading loss and am averse to risk
12. What is the purpose of the corporate entity?*
- Charitable purpose
- Non-charitable purpose
13. Does the entity have more or less than A$10 million in assets?*
- More than A$10 million
- Less than A$10 million
14. Does the entity hold an Australian Financial Services License (AFSL) or is the entity an Authorised Representative of an AFSL holder*
- Yes
- No
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Company Account Application Form
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No Rejected Company Form
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Defult Company Form AFSL Email
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Company Form AFSL Email
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No Rejected Company Form AFSL

Unfortunately, you have not passed our onboarding assessment process and therefore cannot trade CFDs with us. You can reapply after 30 days have passed. For assistance, please contact [email protected] or 1300 945 517.

1.Certificate of Incorporation
Certificate of Incorporation
Drop files here or

Accepted file types: jpg, jpeg, png, pdf, Max. file size: 2 MB.
2.ASIC Company Extract/Certificate of Incumbency
ASIC Company Extract/Certificate of Incumbency
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Accepted file types: jpg, jpeg, png, pdf, Max. file size: 2 MB.
3.Actual controller/Ultimate Beneficial Owner/Authorised account operator proof
Officer 1
Officer 1
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Max. file size: 2 MB.
Officer 1
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Max. file size: 2 MB.
Officer 2
Officer 2
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Max. file size: 2 MB.
Officer 2
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Max. file size: 2 MB.
Authorised person to use this account (contact person)
Authorised person to use this account (contact person)
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Max. file size: 2 MB.
Authorised person to use this account (contact person)
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Max. file size: 2 MB.
Proof of Ultimate Beneficial Owner
Proof of Ultimate Beneficial Owner
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Max. file size: 2 MB.
Proof of Ultimate Beneficial Owner
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Max. file size: 2 MB.
4. Please provide any minute extract, power of attorney or other hard evidence that provides for the authorisation
A copy of any minute extract
A copy of any minute extract
Drop files here or

Accepted file types: jpg, gif, bmp, jpeg, png, tiff, doc, pdf, Max. file size: 2 MB.
A copy of power of attorney
A copy of power of attorney
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Accepted file types: jpg, gif, bmp, jpeg, png, tiff, doc, pdf, Max. file size: 2 MB.
Other hard evidence that provides for the authorisation
Other hard evidence that provides for the authorisation
Drop files here or

Accepted file types: jpg, gif, bmp, jpeg, png, tiff, doc, pdf, Max. file size: 2 MB.

Account Setup
Platform*
Account type*
Account type*
Account Base currency*
Account Base currency*
Account Base currency*

Applicant Declaration
*
- By ticking this box:
  1. I/We understand that Vantage Global Prime Pty Ltd, ACN 157768566, AFSL No. 428901 is the issuer of the products (Margin FX "FX" and Contracts-for Difference "CFDs").
  2. I/We acknowledge that I/we have read, understood and agreed to be bound by Vantage Global Prime Pty Ltd's Financial Services Guide ("FSG"), Product Disclosure Statement ("PDS"), Terms and Conditions (T&C's) and Privacy Policy and Vantage FX Pty Ltd's Privacy Policy.
  3. I/We understand and accept the risks associated with trading margin Forex and CFD's.
  4. I/We expressly consent to receiving electronic communication from Vantage Global Prime Pty Ltd that includes, but is not limited to, trade confirmation statements, records of fund receipts and marketing material related to trading in our products, including general market commentary.
  5. I/We confirm that the information provided by me/us and inserted in this form is true and correct and I/we acknowledge that I/we am obliged to notify Vantage Global Prime Pty Ltd if any of my information changes.
  6. I/We have read, understood, and agreed to be bound by Vantage's deposits and withdrawals policy.
Electronic identity verification

To enable us to verify your identity, we may disclose personal information such as your name, date of birth, and address to a credit reporting agency (CRA) to obtain an assessment of whether that personal information matches information held by the CRA. The CRA may give us a report on that assessment and to do so may use personal information about you and other individuals in their files. Alternative means of verifying you are available on request. If we are unable to verify your identity using information held by a CRA we will provide you with a notice to this effect and give you the opportunity to contact the CRA to update your information held by them or verify your identity using an alternative method acceptable to us.
I/We hereby give our full and informed consent to Vantage to access and confirm our name, date of birth and address with a credit reporting agency for the purposes of undertaking an electronic identity verification.*
- I/We hereby give our full and informed consent to Vantage to access and confirm our name, date of birth and address with a credit reporting agency for the purposes of undertaking an electronic identity verification.
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ls
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affid
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cxd

Vantage Global Prime Pty Ltd
ACN 157 768 566 | AFSL 428901
Sydney Address: 12/15 Castlereagh Street, Sydney, NSW 2000
Melbourne Address: Suite 1203, Level 12 80 Collins Street North Tower, Melbourne VIC 3000
Website: www.vantagemarkets.com/en-au/
Email: [email protected]
Phone: 1300 945 517

Trading
CFD Trading
Markets
Trading Accounts
Trading Fees
Trading Leverage
Trading Server
Deposit & Withdrawal
Premium Services

Platforms
Overview
Vantage APP
Vantage Web Trading
Metatrader 5
Metatrader 4
TradingView
Demo Trading

Academy
Overview
All Articles
Courses
Webinars
eBooks
Terminology
Trump Tariffs

Analysis
Overview
Economic Calendar
Market News & Trade Ideas
Client Sentiment
Trading Signal
Notifications

About
Overview
Why Vantage?
ESG
Press Releases
Reviews
Our Trading Server
Our Partners
Career
Contact Us
Help Center
Public Complaints Policy
Legal Documents
Scuderia Ferrari HP

*Does not imply guaranteed performance. CFDs involve significant risk and may not be suitable for all investors.

RISK WARNING :

Trading derivatives carries significant risks. It is not suitable for all investors and if you are a professional client, you could lose substantially more than your initial investment. When acquiring our derivative products, you have no entitlement, right or obligation to the underlying financial assets. Past performance is no indication of future performance and tax laws are subject to change. The information on this website is general in nature and doesn't take into account your personal objectives, financial circumstances, or needs. Accordingly, before acting on the advice, you should consider whether the advice is suitable for you having regard to your objectives, financial situation and needs. We encourage you to seek independent advice if necessary.

You should consider whether you’re part of our target market by reviewing our Target Market Determination (TMD), read our Product Disclosure Statement (PDS), and other legal documents to ensure you fully understand the risks before you make any trading decisions. We encourage you to seek independent advice if necessary.

WEBSITE DISCLAIMER:

The information on this website is for Australian residents only. Any translation of this website we may provide is for the purpose of assisting our local clients with non-English speaking backgrounds.

The information on this site and all matters relating to it are governed by and are to be construed according to the laws applicable in the State of New South Wales and the Commonwealth of Australia (Australian law).

Though this website may be accessed from outside Australia, the use of this site and the services of Vantage Global Prime Pty Ltd are not intended for residents outside Australia or by any person in a country or jurisdiction where such distribution or use would be contrary to local law or regulation.

VANTAGE :

Vantage Global Prime Pty Ltd (ABN 32 157 768 566) is an authorised and regulated Australian Financial Services License holder - AFSL no. 428901. Vantage Global Prime Pty Ltd is the issuer of the products described on this website and Product Disclosure Statement (PDS) and is authorised to provide financial services in Australia.

Registered address: 12/15 Castlereagh Street, Sydney, NSW, Australia, 2000.

[email protected]

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