EXAMPLE TREASURY LTD

Account readiness

Explore with fictional data. Your sample activity lasts until you refresh or leave the preview.

BEFORE YOUR FIRST TRADE

One identity. Separate permissions.

Follow the steps from identity to account access. Each decision has its own status and next action.

Readiness example

Every status on this page is fictional. Your actual Hybrid ID verification and business roles are not read or changed.

Prepare the fictional organisation profile and inspect the review process.

1
Hybrid ID sign-in
Sign-in identifies the account. It does not grant permission to trade.
Connected in example
2
Identity verification
Verification is separate from sign-in and depends on the product requirements.
Not checked in example
3
Organisation review
Company approval and each person’s authority are assessed separately.
Draft in example
4
Product eligibility
Eligibility, required disclosures and applicable restrictions need an Exchange decision.
Not assessed
5
Funding & trading access
The financial services are not connected. Completing a preview never enables them.
Not enabled