Opening an FX Capital Managed Account

The minimum investment level for the FX Capital Managed Account Programme is £10,000, which can also be applied to a Self-Invested Personal Pension (SIPP) or Small Self-Administered Schemes (SSAS). There are no start-up fees, withdrawal costs and redemption only requires one month's notice subject to closure of open positions. Costs are simply limited to a performance fee, an annual management fee and a dealing charge every time a CFD / Spread Bet is bought or sold.

Wallwood Consultants act solely as the discretionary Account Manager and will operate your account held with the Broker. Your Broker account has to have the funds or securities which you wish to apply to the strategy on deposit. You must appoint Wallwood Consultants as the discretionary Investment Manager by completing a FX Capital Managed Programme Agreement Form, broker power of attorney form and broker third party payment form.

4 steps to open an account