MEXEM offers many client account structures that are designed to meet the specific needs of individual traders and investors.
INDIVIDUAL: Account owned and used by a single person.
One account holder, or personal account or single account holder
Assets held in a single account owned by a single account holder.
Account holder has all entries to all services. Can add more users with Power of Attorney.
Portfolio, Reg T and cash margin are available.
Two account holders. Can be one of these types: Tenants with Rights of Survivorship. Tenancy in common, Community property, or Tenancy by the Entirety.
Assets held in a single account owned by two account holders.
Both account holders have access to all functions. Can add additional users with a Power of Attorney.
Same as Individuals.
MEXEM offers many client account structures that are designed to meet the specific needs of individual traders and investors.
JOINT: Account owned and used by two people.
Family Office Managers have the freedom they need to manage any estate with MEXEMâs lowest costs, access to global markets, advanced trading platform, and cash management tools.
An Advisor who is free from registration and has 15 or less clients.
A master account joined to individual client accounts. The master account is used for trade allocations and fee collecting. The advisor can open a single client account for his or her own trading.
% of flat fee, % of P&L, % of equity, fee per trade, and manual billing. Note that client markups vary for advisors under MEXEM UK administrations.
The advisor has access to trading and most Account management services. Clients do not have access to trading but have access to all account management services.
Cash, Reg T, and Portfolio Margin are available. Each client account is separately placed in the margin.
An individual who is a Family Office Manager.
Master account linked to multiple client accounts.
% of equity, flat fee, % of P&L, fee per trade, and manual billing.
Family Office administrators can access some or all accounts or functions. Client users can trade and directly fund and view statements.
Reg T, Cash, and Portfolio Margin are available. Each client account is separately placed in the margin.
Family Office Managers can pre-trade allocate account %, % of equity, % of positions.
Family Office administrators can access some or all accounts or functions. Client users can trade and directly fund and view statements.
A business brokerage account for corporations, partnerships, limited liability corporations, and unincorporated legal structures.
A small business partnership, corporation, unincorporated legal structure or a limited liability.
A single account which holds investments that belongs to the entity account bearer.
Users can be configured to have all or some account management and trading services.
Cash, Reg T, and Portfolio Margin are available.
An individual or Organization Registered Advisor that maintains both client administration (Wealth Management) and the client's money (Money Management).
A master account is joined to an individual or corporate client's account. The master account is used for trade allocations and fee collecting. The advisor can open a single client account for his or her own trading. The account can be white brander with the corporate identity of the advisor.
% of P&L, % of flat fee, % of equity, fee per trade, and manual billing.
The advisor has access to trading and most Account management features. Corporation Advisors can have numerous users, each with access to different features and authority over various client accounts. By default, clients do not have access to trading, but client trading can be allowed. Clients have access to all Account Management features.
Reg T, Cash, and Portfolio Margin are available. Each client account is separately placed in the margin.
Advisor(s) can pre-trade allocate cleared trades by %equity, %positions or account %.
Advisors can add an Advisor account with clients, a Separate Trading Limit account (STL) under the master account, or a Multiple Hedge Fund account.
Our end-to-end custody solution helps advisors of all sizes manage their investment portfolio and business.
Efficiently build a competitive advantage with our award-winning trading platforms, streamline workflow with Investment Models, and serve clients at a lower cost.
Associate with numerous wealth managers and grow your business while trading from a single, coherent interface across wealth managers, clients, countries, and products.
An individual or Corporation Registered Advisor that is hired on account of another advisor (Wealth Manager) to maintain some or all their clients' money.
A new discrete client account is opened for any client for whom a Fund Manager maintains money. Fund Managers maintain money across numerous advisors (Wealth Managers) and their clients.
% of P&L, % of flat fee, % of equity, fee per trade, and manual billing, placed by the advisor (Wealth Manager).
The Money manager has access to trading only. Investments are moved to the Money Manager client account by the Advisor (Wealth Manager). Corporation Money Managers can have numerous trading users, each with control over different client accounts.
The money managing client account takes over the margin type from the client's Wealth Manager client account. The Money Manager and Wealth Manager client accounts are separately margined.
Same as Advisors.
Not available.
A partnership, corporation, unincorporated legal structure or limited liability company.
A single account that holds investments owned by the entity account holder.
One or more users can have some or all account management and trading services.
Portfolio, Reg T, and cash margin are available.
Same as Pool.
Numerous, linked accounts all in the name of a single entity. Investments in all accounts belong to the entity account holder. Every account has its own trading limits and can have its own trading approach.
Master user(s) are designated and can be configured to have some or all Account Management and trading services. Sub-account users can only access their single account services.
Reg T. Cash and Portfolio Margin are available. At trade launch, each sub-account is margined individually. For liquidation and maintenance purposes, all accounts are consolidated.
Our Copyright Trading Group accounts let corporations and trading organizations authorize multiple traders to enter orders in a single account, or set up individual accounts for traders, or strategies with separate credit limits.
Premium broker services include trading, clearing, custody, and reporting for cost-sensitive funds.
A solution for endowments, foundations, pensions, family offices, funds of funds, and institutions looking to invest in hedge funds. Discover, sort, and compare hedge fund strategies that match your clientsâ investment goals.
A single investment managed by an investment manager.
A single account with one or more users. Arranging authorized trader subaccounts adds the capacity to manage numerous subaccounts for various strategies.
Soft Dollars for five different commission tiers available.
Users can be configured to have some or all Account Management and trading functions.
Cash, Reg T and Portfolio Margin are available.
Not available.
Not available.
Multiple funds maintained by an investment manager.
A single allocation account for trade executions that allows the end of day give-up of trades to accounts at third-party prime brokers.
Same as Single Fund.
Master fund administrator users have access to some or all funds or services. Each fund can have its own set of users with access to some or all Account Management services.
Reg T, Cash and Portfolio Margin are available. Each fund account is separately margined.
Master fund admin users can pre-trade allocated by account %, % of equity, or % of positions.
Investment manager has the ability to add an Advisor account with clients, a Multiple Hedge Fund account with fund or SMA accounts, or a Separate Trading Limit Account (STL) under the master account.
Multiple co-mingled funds managed by an investment manager. Investment manager maintains individual fund activity function separately or gives up to a third-party prime broker.
A single allocation account for trade executions that allows for end of day give-up of trades to accounts at third-party prime brokers.
Same as Single Fund.
Fund investment manager(s) has access to some ore all functions.
Cash, Reg T and Portfolio Margin are available. All fund trade as consolidated and margined together.
Not available.
Same as Non-Disclosed Broker.
Any corporation that needs to keep track of all or some of their employees' trading activity.
A single account linked to numerous, individual, trust, joint and IRA employee accounts for the motive of keeping track of their trading activity.
Trading is entirely controlled by the broker employee with Compliance access to trade activity.
Not applicable.
A global solution that provides Compliance Officers with Integrated and Auditable views to monitor Employee Trading Risk and Investment Activity.
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