How to Trade - Structured Products

This article discusses the requirements and steps to take in order to trade structured products with Zerocap.

Requirements

• In order to enter structured products, clients must be on-boarded. More specifically, clients must:
  • Have signed the Prime Agreement
  • Be KYC approved
  • Provided a valid Wholesale Certificate (Click here for get more information on "What is a Wholesale Investor?")
• For structured products, accounts must be pre-funded.
• Minimum notional trade size is 50,000 USD. 

Instructions

Step 1: Reach out to the team

• If you have an account manager, reach out to them.
• They will assist you in initiating the trading process
• Alternatively, reach out to the structured products team directly via email - sp@zerocap.com
• The team will assist you in choosing the right structured product for your desired outcomes

Step 2: Fund your account

• Each Structured Product will have different margin (and margin currency) requirements
• You will need to fund your account according the the requirements of the Structured Product you have chosen
• If you wish to make an FX or Crypto conversion, the OTC team can assist you with this. Find out more about OTC Trades here.

Step 3: Receive an indicative term sheet to confirm

• Once your account is funded. Your account manager will assist you in placing an order. 
• The structured products team will send you an indicative term sheet for you to confirm.

Step 4: Confirm the trade

• Once you have confirmed the terms, the structured products team will execute the trade and send you a confirmation term sheet. 

Once a trade is accepted and executed, settlement will take place.