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Cantor Fitzgerald Ireland Ltd (Cantor) Trust Account Opening Document Discretionary Service HOW TO PROCEED ACCOUNT SET UP CHECKLIST: 1. I/We have completed the attached application form in full and
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Start by gathering all necessary information such as personal details, address, contact information, and identification documents.
02
Follow the instructions provided by the financial institution or brokerage firm on how to set up a personal execution only account.
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Verify your identity to comply with regulations and prevent fraud.
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Fill out the application form accurately and completely.
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Review the terms and conditions of the account before submitting the application.
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Fund your account with the required minimum deposit, if applicable.
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Who needs personal execution only account?

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Individuals who have knowledge and experience in trading and investing and prefer to make their own investment decisions without seeking advice.
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Self-directed investors who want full control over their investment portfolio and do not wish to pay for professional financial advice.
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A personal execution only account is a type of account where the account holder is responsible for making their own investment decisions without advice or guidance from a financial advisor.
Individuals who have a personal execution only account are required to file the account details and transactions to ensure compliance with regulations.
To fill out a personal execution only account, the account holder must provide details of all transactions made within the account, including the date, amount, and nature of the investment.
The purpose of a personal execution only account is to give individuals control over their investment decisions and allow them to manage their own investment portfolio.
The information that must be reported on a personal execution only account includes details of all transactions, investments made, and any profits or losses incurred.
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