Apply Now

You can opt-in to be classified as a Professional client subject to review and approval using our quick and easy application form.

City Index may classify you as a Professional client if you comply with the requirements below:

1.   If you are eligible for a Professional account, you will be required to acknowledge that you have the expertise, experience and knowledge to ensure that you can make your own investment decisions and are aware of the merits, value and risks of the products provided.

2.   If you are able to answer yes to two of the following, you may be eligible:

   You have carried out an average of more than 10 transactions per quarter over the previous four quarters, in significant size, on the relevant market;

   The value of your portfolio, assets and investments exceeds $250k; or

   You have been employed in the financial sector for at least one year in a professional position which requires knowledge of the products being provided.

3.   You acknowledge that you have not been given a PDS, or any other disclosure document, relating to the professional product offering.

   I acknowledge the above

I confirm that I:

a)   know and understand the consequences of consenting to being treated by City Index as a Professional client

b)   consent to being treated by City Index as a Professional client; and

c)   know that I may at any time withdraw my consent upon which City Index will cease to treat me as a Professional client from the day that I informed City Index that I was withdrawing my consent.

   Please tick to confirm the statements above

    I confirm I wish to be treated as a Sophisticated Investor client as defined in chapter 7 of the Corporations Act (Cth) 2001. I acknowledge and accept that, having opted in to the Sophisticated Investor client status, this treatment will apply to all my transactions with City Index if you determined that I qualify as a Sophisticated Investor client.

We will require the following documents in order to proceed with setting you up as a Professional client.

To support your selection above for trading volume, assets or experience, please provide documents such as:

a.   Statements from a broker for a minimum of 12 months showing the trades conducted and/or,

b.   Bank statements or other relevant documents regarding source of funds/assets and/or,

c.   A copy of your employment contract and job description.