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Institutional Clients

It's all about you

Retail
Sophisticated
Wholesale
Funds & Offices
Account Conditions
Negative Balance Protection
Negative Balance Protection Yes
Negative Balance Protection No
Negative Balance Protection No
Negative Balance Protection No
Margins
Margins From 20%
Margins From 10%
Margins From 10%
Margins From 10%
Gross Exposure Limit Account Level
Gross Exposure Limit Account Level 500k Base CCY
Gross Exposure Limit Account Level 3 million Base CCY*
Gross Exposure Limit Account Level 5 million Base CCY*
Gross Exposure Limit Account Level Subject to negotiation
Gross Exposure Limit Single Position
Gross Exposure Limit Single Position 250k Base CCY
Gross Exposure Limit Single Position 1 million Base CCY*
Gross Exposure Limit Single Position 1 million Base CCY*
Gross Exposure Limit Single Position Subject to negotiation
Account Commercials
Commissions - Base ASX (bps)
Commissions - Base ASX (bps) 6.00
Commissions - Base ASX (bps) 5.50
Commissions - Base ASX (bps) 5.00
Commissions - Base ASX (bps) Subject to negotiation
Commissions - International
Commissions - International Download
Commissions - International Download
Commissions - International Download
Commissions - International Subject to negotiation
Financing - Base ASX (bps)
Financing - Base ASX (bps) 345
Financing - Base ASX (bps) 320
Financing - Base ASX (bps) 275
Financing - Base ASX (bps) Subject to negotiation
Financing - International
Financing - International Download
Financing - International Download
Financing - International Download
Financing - International Subject to negotiation

*Need more? Lets talk.

  • 6bps commission
  • Negative Balance Protection
  • 20,000 global single stock CFDs & ETFs

Retail

Open a Retail Account with Invast and get access to more than 20,000 global single stock CFDs & ETF CFDs at some of the most competitive rates in the market. ASIC regulation and negative balance protection allows you to make the most out of your investment.

Am I Eligible?

To apply for this account type you must complete a short suitability test.

Open an account
  • 5.5bps commission
  • Segregated Client Funds
  • Increased trading leverage

Sophisticated

Receive the freedom and service that your experience deserves with Invast Global’s sophisticated trading account. Access higher trading leverage, lower commissions to equity CFDs as well as segregated client funds, enabling you to make the most out of your trading strategies. To apply for a Sophisticated account type you must meet the requirements set out below.

Am I Eligible?

In order to become a Sophisticated Investor you must meet the requirements outlined below. You will be required to meet at least one criteria from ‘Experience’ and then one criteria from either ‘Wealth’ or ‘Knowledge’.

Provide evidence that:
You have traded* at least 25 trades per quarter with a broker for Margin FX, CFDs over Indices, Commodities, Currencies, Metals, and Shares over the previous 12 months,

OR

Traded* at least 15 trades of qualifying size** per quarter over the previous
12 months with a broker for Margin FX, CFDs over Indices, Commodities, Currencies, Metals, and Shares.

*Opening and closing a position is considered as 1 trade
**Qualifying size means A$20,000 notional for equities and A$100,000 notional for Indices, FX, and Commodities
You have a minimum annual income of A$100,000

OR

Net assets of at least A$500,000;

Remember to include the following when calculating your net assets:
- Shares, savings and any other investments
- Your home, investment properties and land

- Other assets such as vehicles
Have been engaged, associated, or employed in the financial sector and gained knowledge/ experience on Margin FX, CFDs over Indices, Commodities, Currencies, Metals, and Shares products or services for at least 12 months,

OR

Held formal qualifications relevant to the understanding of Margin FX, CFDs over Indices, Commodities, Currencies, Metals, and Shares from a registered provider,

OR

Demonstrate knowledge of financial derivatives through the trading suitability assessment (70% pass mark).
*At least 1 criteria specification is required from either Category 2 or 3.

*At least 1 criteria specification required from either Category 2 or 3.

Open an account
  • 5bps commission
  • Priority access to borrow
  • Maximum Trading Leverage

Wholesale

As a Wholesale investor we understand you, or your investors, require a bespoke trading solution. We have the flexibility to construct a financing and commissions schedule, across multiple jurisdiction’s and product types, to best meet your needs.

Should your strategy require more complexity we have FIX and Webservices API solutions; which also provide access to trading Algorithms, to ensure you have the flexibility to best deliver whatever your trading strategy demands.

Am I Eligible?

To become an Invast Global Wholesale client you must meet all the criteria below:

Net assets of at least A$2.5 million

OR

Minimum gross income for each of the last 2 financial years of A$250,000.
You are required to complete the Invast Global Wholesale Investor Declaration
Provide a letter of confirmation of financial standing from a certified accountant.

Remember to include the following when calculating your net assets:
- Shares, savings and any other investments
- Your home, investment properties and land
- Other assets such as vehicles

*All 3 category criteria must be met.

Open an account
  • Bespoke rates
  • Low transaction fees
  • No monthly minimums

Funds & Family Offices

As a fund or family office, you’ll fit into one of the account criteria listed above. Speak with us now about getting a tailor made offer for your business.

Speak with us

Have any questions? Check our FAQ's for more information

Frequently Asked Questions