Assessing your understanding of CFDs

CFD Assessment

Trading CFDs and FX Contracts is considered highly speculative and involves a significant risk of loss and is therefore not suitable for all investors. Neither CFDs nor FX Contracts are appropriate investments for monies set aside for funding a retirement. CFD and FX transactions are among the riskiest types of investments and can result in large losses.

As an investment, CFDs and other forms of leveraged trading are only suitable for those investors who:

  1. understand and are willing to assume the risks involved;
  2. are experienced and knowledgeable about trading in derivatives and in underlying asset types; and
  3. are financially able to assume losses significantly in excess of margin or deposits because investors may lose the total value of the contract not just the margin or the deposit.

CSS Investments therefore requires any client looking to trade CFDs to confirm to us that they understand these risks; that they are willing and able, financially and otherwise, to assume the risks of trading CFDs and FX Contracts and that any ensuing losses, which may exceed the amount invested, will not change their lifestyle. In order to help us determine (under regulatory guidance) that you know and understand the risks and characteristics of CFD and leveraged investing we would ask you to answer the following questions. Please note there are no right or wrong answers, nor are we looking for a lengthy response; however we are required to assess whether CFD clients have the knowledge and understanding to trade such products.

General Questions

CFD Terminology

CFD Fees and Charges

Holding a CFD Position

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