How to take the test
The test needs to be taken directly from the trading platform. You can take the test when enabling a new product from the product settings page.
You can also re-take the test by clicking on the message at the top of the trade ticket
By clicking on the disclaimer, you will be directed to the assessment which consists of a handful of questions, and once complete, the results will be automatically processed and we will notify you of the result.
How to re-take the test
You can retake the test by following the link in the trade ticket (as above). Alternatively, if you need to enable new products follow the below steps:
- Enable products by navigating to menu > Update trading products
- Switch the toggle on for the desired product
- If this is a complex product, you will be prompted to take the test