halifax - account application for trader workstation (beyond insights students)
DESCRIPTION
Use this document as a guide to help you with the application process for getting a Trader Workstation account from Halifax.TRANSCRIPT
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Halifax TWS Account opening guide: use this link
http://halifax.com.au/csa/referral.html?p=csa852&w=csa
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Select Individual or “Joint”
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Ensure that your address matches the utility/document that you will be submitting upon completion
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Complete all required fields
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The “Save” feature allows you to save your application each step of the way
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For Profession field we suggest you use your last job position to avoid additional documentation when you fill in “Retired”
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Click Next after completion of Profession
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Bank details may be filled in later. Please note that this will be the account they will send the funds to when you withdraw from Halifax
For SWIFT code http://www.theswiftcodes.com/malaysia/
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Accept the electronic signature
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Tick “On” the radio buttons and “Beyond Insights” for the last field
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Doing the Suitability test
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Doing the Suitability test
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Use our guide for this test
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Click to submit test
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Click Yes if you wish to receive Halifax material Otherwise click Next
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Scan your IC/Passport, proof of address eg utility bill/bank statement and send to Halifax [email protected]
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This is the email that you will receive once your application is approved usually takes 3 days Immediately apply for your Paper trading account by clicking the link below
Refer to http://goo.gl/fSiQBb for the paper trading guide