Our customer agreements govern our relationship with you and all of the deals and trades that you enter into with us.
These are important documents, so please read them carefully.
- Spread betting – Spread betting customer agreement (PDF, 217KB)
- CFDs – Margin trading customer agreement (PDF, 266KB)
- Share dealing – Share dealing customer agreement (PDF, 380KB)
- US options and futures – US options and futures customer agreement
- Smart Portfolios – Smart Portfolio customer agreement (PDF, 162KB)
- Collateral – Collateral customer agreement (PDF, 138KB)
- ISA – ISA supplementary terms (PDF, 125KB)
- SIPP – SIPP supplementary terms (PDF, 108KB)
PDFs require Adobe Reader, which is available free from Adobe.
For the US options and futures account, the following documents also apply
Apex documents
- Customer Account Agreement
- Option Agreement
- Customer Margin & Short Account Agreement
- Customer Relationship Summary
- Risk Disclosure for Uncovered Option Writers
- Margin Risk Disclosure Statement
- Futures & Exchange Traded Options Customer Agreement
- Futures & Exchange-Traded Options Risk Disclosure Statement
- CFTC Rule 1.55 Risk Disclosure Statement
- Portfolio Margining Risk Disclosure Statement
- Customer Information Brochure
- Apex Privacy Policy
- Various Risk Disclosures
- Characteristics and Risks of Standardized Options
Market data agreements