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ExecutionOnly Service Terms (and related documentation) For Intermediary Clients Please note that this booklet includes the ExecutionOnly Service Terms, the Appendices, the Risk Disclosure Statement,
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Start by carefully reading the terms and understanding their implications. Make sure you have a clear understanding of what you are agreeing to.
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Pay attention to any specific instructions or requirements mentioned in the terms. These may include providing certain personal or financial information or agreeing to particular conditions.
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Fill out any necessary personal information accurately and completely. This may include your name, contact details, and any other relevant information requested.
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Review any sections that involve financial transactions or investments. Make sure you understand the risks involved and any fees or charges that may apply.
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Once you have reviewed and filled out the terms, sign and date them as required. Keep a copy for your records.

Who needs execution-only service terms:

01
Individuals who wish to engage in investment activities without receiving advice or recommendations from a financial advisor.
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Those who have sufficient knowledge and experience in investing and are comfortable making their own investment decisions.
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Individuals who prefer to have full control and responsibility over their investment portfolio without relying on professional guidance.
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Execution-only service terms refer to a type of financial service where the provider does not provide advice, recommendations, or opinions to the customer.
Financial institutions that offer execution-only services are required to file the service terms.
Execution-only service terms can be filled out by including all relevant information about the service provided, terms of use, and disclaimers.
The purpose of execution-only service terms is to provide transparency and clarity to customers about the nature of the services being provided.
Execution-only service terms must include details about the services offered, any fees or charges, and the customer's responsibilities.
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