Become one of our Introducing Brokers


Pal-Invest Asset Management offers IB programs for financial institutions or individuals who are interested in expanding their business as financial intermediary through our products and services. As an Introducing Broker to Pal-Invest Asset Management you can trade FX, CFDs and Futures on behalf of your clients earning commissions and volume rebates.

    


 

Service provided by Pal-Invest to IB's:

 

Pal-Invest Asset Management Provide a Full partner service package includes training, 24-hour service personnel, a complete trading platform and flexible service and pricing options. For regulated financial institutions or individuals serving clients (trading on their behalf), we helps simplify and elevate the quality of trading, account management and service.

 

 

Offered Product:

 

  • Full range of Forex products traded on 160+ currency crosses

  • Contract for Difference (CFD) stock derivatives from 22, and traditional stocks from 19 major exchanges.

  • Index-tracking CFDs that track entire stock indices.

  • Futures trading from many exchanges around the world.

  • Immediate execution on live tradable prices for many products.

 

 


 

Our Trading Platform advantages for IB's:

 

  • Multi-product platform — all products traded through the same platform.

  • Fast, secure and efficient trading directly from your PC desktop.

  • Wealth of market information, live prices, charts, market analysis and streaming news.

  • Direct chat with our dealers and staff for personal service.

  • Direct chat with our dealers and staff for personal service.

  • 24-hour access to your clients accounts, instantly updated with your trades and their latest market value.

 

Introducing brokers Benefits:

 

Our introducing broker will be supported with a full service package to manage client account inquiries, provide 24 hour technical assistance and facilitate access to Pal-Invest experience dealers and analysts:

 

 
  • Our experienced dealers will provide you with a high level of professional service, based on your needs and requirements as well as those of your clients in trading the markets.

  • Our research team will provide u with daily analysis of the market. These analysis emails can easily be subscribed to by amending the member registration form accordingly.

  • Our IB Account Executives at Pal-Invest are always on hand to service you so as to ensure a mutually prosperous and long-term relationship between you and us.

  • Maximize your time by letting Pal-Invest Asset Management handle back office issues.

  • We can offer you comprehensive daily trade reports, account transfer reconciliations, fund transfer assistance, and can help you with setting up client accounts and any other form of issue resolution related to client service.


 

what should you do as an IB?

 

Introducing Brokers (IBs) are financial institutions or individuals that introduce clients to Pal-Invest Asset Management, who will:

 

  • Service and act as the first point of contact for clients.

  • Assist clients in opening their accounts.

  • Introduce clients to the Pal-invest trading system

  • Introduce clients to the Pal-invest trading system

 

 

When investing through an Introducing Broker, clients  will open their account directly with Pal-Invest Asset Management and will go through normal Pal-Invest Asset Management identification and due diligence procedures.

  Important notes about IB's
 
  • An Introducing Broker is not a legal representative, an agent or an employee of Pal-Invest Asset management. which means that IB's cannot negotiate on behalf of Pal-Invest Asset management, also IB's are not authorised to enter into agreements on behalf of Pal-Invest asset Management.

  • Clients relationship with Pal-Invest Asset Management is ruled exclusively by the documents they have signed with Pal-Invest Asset Management, and any additional documents between clients and the IB have no bearing on clients accounts with Pal-Invest Asset Management.

  • An IB is an independent intermediary, and Pal-Invest accepts no liability whatsoever for any action taken by IB.