This guide will walk you through the process of becoming a Fund Manager, creating funds, and attracting investors to grow your Funds Management business.
What if I cannot continue or resubmit verification?
Use the Verification flow in your Client Portal for Proof of Identity (PoI), face or liveness verification, and Proof of Address (PoA). Follow the instructions shown there.
If the Verification flow no longer allows another submission, sign in to the Client Portal.
Open Service Hub from the left-hand navigation.
Select Create Ticket.
Choose Verification.
Ask the Customer Support Team to reset or reopen your Verification flow. Include the verification step and the exact message shown.
Do not attach or upload copies of your identity document or Proof of Address to this ticket. Do not send them through email or Live Chat. If FXTRADING.com specifically asks for other additional supporting evidence, upload only those requested supporting documents through the Verification ticket. After the flow has been reset, return to the Verification section in the Client Portal and complete the requested identity, face or liveness, or address-verification step there.
Overview
As a Fund Manager, you can:
Create investment funds based on Funds Management principles
Earn Performance Fees from successful trading
Trade with capital invested by your investors
Build a portfolio of managed funds
Getting Started
Log into your Client Portal and navigate to the Funds Management section. Click on the Funds Management card to begin your journey.
Three-Step Onboarding Process
1. KYC Verification
Verification is required only once for your entire Client Portal. Complete these steps:
Submit Proof of Identity (PoI) documents
Upload valid identification documents to verify your identitySubmit Proof of Address (PoA) documents
Provide documentation confirming your current residential addressComplete your Financial Profile
Share information about your financial background and experience
2. Profile Completion
Creating a compelling profile is essential to attract and convince potential investors. Your profile can be edited anytime and should include:
Professional Profile Photo
Upload a clear, recent photo of yourself following the technical requirements displayed. A professional photo helps build trust with potential investors.
Contact Information
Add your preferred social media platforms and messaging apps so investors can easily reach you and receive updates about your trading activities.
Professional Background
Share insights about your trading style, experience, and objectives for your Funds Management journey. Be transparent and authentic to build credibility with investors.
Important: Follow the provided content guidelines to ensure your profile doesn't contain misleading, abusive, or inappropriate information.
3. Code of Ethics
Fund Managers must demonstrate shared values with their investors by:
Prioritizing investors' best interests
Always act in the best interest of your investorsProviding fair and reasonable fees
Set transparent and competitive fee structuresBeing responsive to requests and concerns
Maintain open communication with your investors
You'll need to pass a short questionnaire to accept the Code of Ethics. You can take the questionnaire as many times as needed.
Important: Without accepting the Code of Ethics, you cannot invite investors, share Funds Management Invitation Links, or create funds.
Next Steps
Once you complete these three steps, you'll be ready to:
Create your first fund
Set up your fee structure
Invite investors to subscribe to your funds
Start building your reputation as a Fund Manager