A Friends and Family Advisor account is an account structure that allows an approved advisor or account manager to manage up to 15 linked accounts from a single master login. The structure is designed to provide centralized access for trading, account management and reporting, while each underlying client account remains separate. The available account types and features may vary depending on the client’s country of residence, legal structure, account eligibility and applicable regulatory requirements. This type of account may be suitable for managing accounts for family members or close connections, subject to approval and the applicable permissions. Clients can review the available account structures and submit the relevant application through the MEXEM account opening process.
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