UW GLOBAL INC (CONVENTIONAL)
Transcript of UW GLOBAL INC (CONVENTIONAL)
UW GLOBAL INC
(CONVENTIONAL) OPENING ACCOUNT GUIDANCE
Unit Level 3A & 3B, Block 4, Financial Park Labuan Complex, Jalan Merdeka, 87000 Federal Territory of Labuan, Malaysia Tel No: 087-423288
UW GLOBAL INC.
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UW Global Inc. (UWG) is Labuan Money Broking Company Licenced by the Labuan Financial Services Authority.
No. Description Page
1.0 Flow Chart Introducing Broker 3
2.0 Flow Chart Client 4
3.0 Register as UGFX Client - Website 5
4.0 Introducing Broker (IB/IM) Cabinet Area 8
5.0 Sub Introducing Broker (Sub IB/IM) Cabinet Area 10
6.0
Create MetaTrader Account & Trading Platform
6.1 Individual - Personal
6.2 Individual - Joint
6.3 Corporate
6.4 Activation Account
6.5 Download & Log In METATRADER
11
7.0 “Add On” Account in the same Email ID 43
8.0 Deposit & Top Up Request 44
9.0 Withdrawal Request 46
10.0 Forget Password 48
11.0 Update Data 51
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1.0 FLOW CHART INTRODUCING BROKER
INTRODUCING
MANAGER (IM/IB)
KNOW YOUR INTRODUCING BROKER (KYIB)
CREATE IM/IB ACCOUNT
REGISTER OPENING TRADING ACCOUNT
(METATRADER)
KNOW YOUR CLIENT (KYC)
CREATE METATRADER ACCOUNT
ACTIVATION ACCOUNT & GET METATRADER
PLATFORM
FUND TRANSFER
UPDATE DATA
WITHDRAWAL / CLOSE ACCOUNT
CREATE SUB INTRODUCING
MANAGER (SUB IM/IB)
CLIENT - REGISTER OPENING TRADING
ACCOUNT (METATRADER)
IM/IB ACCOUNT
REGISTER OPENING TRADING ACCOUNT
(METATRADER)
CLIENT - REGISTER OPENING TRADING
ACCOUNT (METATRADER)
COMPLAINT
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IM/IB PACKAGE SETUP
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2.0 FLOW CHART CLIENT
CREATE ACCOUNT AT UGFX
REGISTER OPENING TRADING ACCOUNT
(METATRADER)
KNOW YOUR CLIENT (KYC)
CREATE METATRADER ACCOUNT
ACTIVATION ACCOUNT & GET METATRADER
PLATFORM
FUND TRANSFER
UPDATE DATA
WITHDRAWAL / CLOSE ACCOUNT
COMPLAINT
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3.0 REGISTER AS UGFX CLIENT - WEBSITE
STEPS DESCRIPTIONS
Register as UW Global Inc. Client
Step 01: - Browse UW Global website at https://uw-global.com
Step 02:
- Click Open Account for registrations.
Step 03
- After clicked Open Account, You will be linked to Client Area https://clientarea.uw-global.com/login
- Choose Client area type Conventional.
- Click Register Now!
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STEPS DESCRIPTIONS
Register as UW Global Inc. Client
Step 04:
- Fill in your details as shown in figure below.
- Introducing Manager Code & Introducer Coder, you need to get from you IB. - After filling in all the details as requested, click the button Register.
Step 05:
- After Website Registration, you will get a notification through a registered email for Activation Account.
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STEPS DESCRIPTIONS
Register as UW Global Inc. Client
Step 06:
- After Website Registration, you will get a notification through the registered email for Activation Account.
- You need to click the link that has been given for login purposes.
Step 07:
- You can proceed to log in through UW Global Website with “Email and Password” as you created before.
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4.0 INTRODUCING BROKER (IB/IM) CABINET AREA
STEPS DESCRIPTIONS
Introducing Broker/Manager Cabinet Usage
Step 01:
- Browse UW Global website at https://uw-global.com and log in to your IB area that has been created by
UGFX.
Step 02:
- IB can view from IB area Account, Customer, and Introducer. - For Account, it’s for IB personal application. - For Customer. IB can register on behalf of their customer.
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STEPS DESCRIPTIONS
Sub Introducing Broker/Manager Cabinet Usage
Step 03:
- For Introducer, IB can register for their Sub IB/IM.
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5.0 SUB INTRODUCING BROKER (SUB IB/IM) CABINET AREA
STEPS DESCRIPTIONS
Sub Introducing Broker/Manager Cabinet Usage
Step 01:
- Browse UW Global website at https://uw-global.com and log in to your Sub IB/IM area that has been created by your IB/IM.
Step 02:
- Sub IB/IM can view from their area Account and Customer.
- For Account, it’s for Sub IB/IM personal application. - For Customer. Sub IB/IM can register on behalf of their customer.
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6.0 CREATE METATRADER ACCOUNT & TRADING PLATFORM 6.1 INDIVIDUAL – PERSONAL
STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Personal)
Step 01:
- You must log in through UW Global Website with “Email and Password” as you created before.
Step 02:
- After login, you need to click Account and choose a Live Account or Demo Account.
- Purpose: to register the MetaTrader Account and get the MetaTrader Trading Platform.
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Personal)
Step 03:
- You need to click the New Account Opening Request for registration purposes.
- After click New Account Opening Request you need to get IB Code from the Marketing team and Click “Next”.
Step 04:
- You need to fill in all Details and need to upload supporting documents.
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Personal)
Step 04:
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Personal)
Step 04:
- You also need to declare either you’re “Non-US person” or “US person”. If you’re “Non-US person” you can proceed to the next step. If you’re “US person” you need to download and IRS US Person W- Form and upload the form through the website.
- After the Declaration part, You need to upload other supporting documents as per listed below: 1. Identification Certificate/Passport 2. Address proof (Eg: Electricity Bill, Water Bill, Internet Bill) 3. Common Report Standard (CRS) form 4. KYC Form 5. ECDD Form (High-Risk Client)
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Personal)
Step 04:
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Personal)
Step 04:
- After fill all the details, you need to click (/) below a small button before Submit the applications.
Step 05:
- After click button Next, Client Agreement will appear and you need to read all the agreement stated.
- After reading all the agreements, you need to click (/) at below a small button and click Next.
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Personal)
Step 05:
- You also will be provided UW Global Inc Trading Rules and You need to Confirm and Acknowledged the agreement by click (/) at below small button and click Next.
- You need to click the button Submit.
Step 06:
- After you click Next, your application will be submitted to UW Global Inc. and will be Review by the UW
Global Inc. team.
Step 07:
- Waiting for Approval Status from the UW Global Inc. team.
- Knowing Your Client or KYC will be proceeding by Compliance Team. - MetaTrader Account will be created after the KYC Procedure by Admin Team.
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Personal)
Step 08:
- After Review by UW Global Inc. Team, you will receive an email that mentions the status of Registration and you will be given all the MetaTrader details for Login and Trade purpose.
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6.2 INDIVIDUAL – JOINT
STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Joint)
Step 01:
- You must log in through UW Global Website with “Email and Password” as you created before.
Step 02:
- After login, you need to click Account and choose a Live Account or Demo Account. - Purpose: to register the MetaTrader Account and get the MetaTrader Trading Platform.
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Joint)
Step 03:
- You need to click the New Account Opening Request for registration purposes.
- After click New Account Opening Request you need to get IB Code from the Marketing team and Click “Next”.
Step 04:
- You need to fill in all Details and need to upload supporting documents.
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Joint)
Step 04:
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Joint)
Step 04:
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Joint)
Step 04:
- You also need to declare either you’re “Non-US person” or “US person”. If you’re “Non-US person” you can proceed to the next step. If you’re “US person” you need to download and IRS US Person W- Form and upload the form through the website.
- After the Declaration part, You need to upload other supporting documents as per listed below: 1. Identification Certificate/Passport – 1st & 2nd Joint Owner 2. Address proof (Eg: Electricity Bill, Water Bill, Internet Bill) 3. Common Report Standard (CRS) form 4. Joint Account Form 5. KYC Form 6. ECDD Form (High-Risk Client)
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Joint)
Step 04:
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Joint)
Step 04:
- After fill all the details, you need to click (/) below a small button before Submit the applications.
Step 05:
- After click button Next, Client Agreement will appear and you need to read all the agreement stated.
- After reading all the agreements, you need to click (/) at below a small button and click Next.
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Joint)
Step 05:
- You also will be provided UW Global Inc Trading Rules and You need to Confirm and Acknowledged the agreement by click (/) at below small button and click Next.
- You need to click the button Submit.
Step 06:
- After you click Next, your application will be submitted to UW Global Inc. and will be Review by the UW
Global Inc. team.
Step 07:
- Waiting for Approval Status from the UW Global Inc. team.
- Knowing Your Client or KYC will be proceeding by Compliance Team. - MetaTrader Account will be created after the KYC Procedure by Admin Team.
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Joint)
Step 08:
- After Review by UW Global Inc. Team, you will receive an email that mentions the status of Registration and you will be given all the MetaTrader details for Login and Trade purpose.
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6.3 CORPORATE
STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Corporate)
Step 01:
- You must log in through UW Global Website with “Email and Password” as you created before.
Step 02:
- After login, you need to click Account and choose a Live Account or Demo Account. - Purpose: to register the MetaTrader Account and get the MetaTrader Trading Platform.
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Corporate)
Step 03:
- You need to click the New Account Opening Request for registration purposes.
- After click New Account Opening Request you need to get IB Code from the Marketing team and Click “Next”.
Step 04:
- You need to fill in all Details and need to upload supporting documents.
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Corporate)
Step 04:
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Corporate)
Step 04:
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Corporate)
Step 04:
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Corporate)
Step 04:
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Corporate)
Step 04:
- After fill all the details, you need to click (/) below a small button before Submit the applications.
Step 05:
- After click button Next, Client Agreement will appear and you need to read all the agreement stated.
- After reading all the agreements, you need to click (/) at below a small button and click Next.
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Corporate)
Step 05:
- You also will be provided UW Global Inc Trading Rules and You need to Confirm and Acknowledged the agreement by click (/) at below small button and click Next.
- You need to click the button Submit.
Step 06:
- After you click Next, your application will be submitted to UW Global Inc. and will be Review by the UW
Global Inc. team.
Step 07:
- Waiting for Approval Status from the UW Global Inc. team.
- Knowing Your Client or KYC will be proceeding by Compliance Team. - MetaTrader Account will be created after the KYC Procedure by Admin Team.
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STEPS DESCRIPTIONS
Register MetaTrader Account & Trading Platform (Individual- Corporate)
Step 08:
- After Review by UW Global Inc. Team, you will receive an email that mentions the status of Registration and you will be given all the MetaTrader details for Login and Trade purpose.
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6.4 ACTIVATION ACCOUNT
STEPS DESCRIPTIONS
Activation Account MetaTrader
Step 01:
- After Download the MetaTrader flatform, You need to Log In back to UW Global Website.
Step 02:
- After Log In to UW Global Website, choose Account and select Live Account.
Step 03:
- You need to check your Status for METATRADER, either it's Approve or Not.
- If your account has been approved, you need to Click Activation and your account will be active.
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STEPS DESCRIPTIONS
Activation Account MetaTrader
Step 03:
- UW Global Team will also Activate your METATRADER Account. - You also need to check Active status before they can start Trading.
- You also will get an email regarding your MetaTrader are Active.
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6.5 DOWNLOAD & LOG IN METATRADER
STEPS DESCRIPTIONS
Download MetaTrader Account and Trading Platform
Step 01:
- After you received an email from UW Global, You need to download the MetaTrader Platform.
- There are two ways to download the MetaTrader Platform. (a) The link that been provide at Email.
(b) Play store (Android) or Appstore (iPhone).
Step 02:
- You can start to Log In to their METATRADER account. (a) By Personal Computer (PC)
Just input You Log In and Password and click Finish.
Figure 6: METATRADER PLATFORM DOWNLOAD LINK
Figure 7: METATRADER PLATFORM PLAYSTORE OR APPSTORE
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STEPS DESCRIPTIONS
Download MetaTrader Account and Trading Platform
Step 03:
(b) By Handphone/Mobile
- After download METATRADER apps from Playstore or Appstore, 1st You need to click at the Menu/Quotes
button. - 2nd You need to You Manage Accounts.
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STEPS DESCRIPTIONS
Download MetaTrader Account and Trading Platform
Step 03:
- 3rd You need to click button “+” and “Log In To An Existing Account” as a 4th step.
- For the 5th and 6th, You need to “Search and Find Broker name” and Select “UW Global –Demo or Live account.
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STEPS DESCRIPTIONS
Download MetaTrader Account and Trading Platform
Step 03:
- You need to Log in with Username & Password as provided by UW Global Inc through email.
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7.0 “ADD ON” ACCOUNT IN THE SAME EMAIL ID
STEPS DESCRIPTIONS
Register for “Add On” Account in the Same Email ID
Step 01:
- You just need to login to https://clientarea.uw-global.com/login by using your register Email and Password.
Step 02:
- After Log In to UW Global Website, choose Account and select Live Account.
Step 03
- You need to click the button new account opening request. notes: After step 03 above, all the processes are
all the same as a new registration.
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8.0 DEPOSIT/TOP UP REQUEST
STEPS DESCRIPTIONS
Deposit or Top-Up Request
Step 01:
- You just need to login to https://clientarea.uw-global.com/login by using your register Email and Password.
Step 02:
- After Log In to UW Global Website, choose Transaction and select Deposit.
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STEPS DESCRIPTIONS
Deposit or Top-Up Request
Step 03:
- Deposit Request will be shown after clicking the button Deposit. You will be shown as per the figure below and you just need to fill in Bank Details and click Submit button.
- You also need to attach Payment Proof / Bank Slip / Bank Receipt for proofing that you has been deposit or top-up money to UW Global Inc. Account.
- You will get an email regarding your Deposit request
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9.0 WITHDRAWAL REQUEST
STEPS DESCRIPTIONS
Withdrawal Request
Step 01:
- You just need to login to https://clientarea.uw-global.com/login by using your register Email and Password.
Step 02:
- After Log In to UW Global Website, choose Transaction and select Withdrawal.
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STEPS DESCRIPTIONS
Withdrawal Request
Step 03:
- Withdrawal Request, You will be shown as per figure below and you just need to select and fill in Bank Details and click Submit button.
- After submission, You will get an email regarding your withdrawal request
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10. RESET PASSWORD
STEPS DESCRIPTIONS
Reset Password
Step 01:
- You need to search for https://clientarea.uw-global.com/login and click Forgot Password.
Step 02:
- Fill in your email and click Reset Your Password.
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STEPS DESCRIPTIONS
Reset Password
Step 03:
- Go to your email and click Reset
Step 04:
- After you click the Reset button, You will be linked directly to the Reset Password Area. - Fill in your email and new password then click Save.
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STEPS DESCRIPTIONS
Reset Password
Step 04:
- Next, You will be linked directly to your account homepage.
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11. UPDATE DATA
STEPS DESCRIPTIONS
Reset Password
Step 01:
- You must log in through UW Global Website with “Email and Password” as you created before.
Step 02:
- After login, you need to click Account and choose a Live Account or Demo Account.
Step 03:
- Client click Update Data for updating your account data.