Discretionary Trading (“DT”)

Introduction

We are delighted to announce the official launch of the Discretionary Trading service to our suite of offerings, covering both equity and derivatives markets starting today.


What is Discretionary Trading (“DT”)?

It is a process where trades are executed by a participating organisation on behalf of a client pursuant to an arrangement where the client authorises the participating organisation (PO) to trade on the client’s behalf on a discretionary basis.


Product Features

  1. Professional Portfolio Management: Our seasoned portfolio managers leverage their expertise to make informed decisions tailored to your financial goals.
  2. Access to Diverse Markets: Trade seamlessly across a wide array of equity and derivatives products within the discretionary account, diversifying your investment portfolio.
  3. Transparent Profit Distribution: Enjoy a clear and transparent process for calculating and distributing profits, ensuring you are well-informed about your financial gains.
  4. Performance-Based Incentives: Experience additional incentives tied to outstanding trading outcomes, motivating our team to deliver optimal results for you.
  5. Reinvestment Options: Take control of your wealth-building journey by exploring options to reinvest your share of profits back into the discretionary account for potential compounded growth.


Why Discretionary Trading (“DT”)?

  • Approved by Bursa Malaysia

Bursa Malaysia Berhad (“Bursa Malaysia or the Exchange”), had on 15 June 2021 introduced the Discretionary Trading (“DT”) framework pursuant to the express interest of Participating Organisations (“PO”) in providing DT service to their clients. For more information, please click here.

  • Managed by licensed and experienced trader team

Traders appointed must be approved by PO and meet the requirement of minimum years’ consecutive experience in dealing in securities and/or derivatives with no adverse findings or enforcement proceedings or actions commenced.

  • Time saving for investors

No time to constantly monitor the trades on screen? Lack of confident and experiences to trades? Tired of losing money in trading? But interested in high potential investment gain, our DT services could be your choices. 


Let professionals TRADE FOR YOU💡



Sign Up DT services, forms and documents required:

Individual

Documents

1

Photocopy of IC (Front and back portion in the same page)

2

3 months Savings/ Current accounts statements

Forms

1

Individual Application Form

2

Individual Written Authorization Letter

3

Legal Agreement between Apex and Client on T&C and Risks Disclosure Statement


Corporate

Documents

1

Certified copy of Notice of Registration (Form 9), Notice of Registration of New Name (Form 13, if any), Return of Allotment of Shares (Form 24), Notification of Change in the Registered Address (Form 44), and Notification of Change in the Register of Directors, Managers and Secretaries (Form 49)

2

Annual Return of a Company having a Share Capital (Form Section 68).

3

Certified copy of Board Resolution (BR) authorizing opening of trading account (See sample page 5), and Power of Attorney (if any)

4

Certified copies Audited of Financial Statements for the preceding two (2) years

Forms

1

Corporate Application Form

2

Corporate Written Authorization Letter

3

Legal Agreement between Apex and Client on T&C and Risks Disclosure Statement


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Disclaimer

Any figures, charts and related data shown on this page refer to the past. Past performance is not a reliable indicator of future results. The contents of this page are for general informational purposes only. There are fees and charges involved and you are advised to consider them before investing.