We are required to periodically update the information we hold regarding our clients' experience and knowledge of trading CFDs.
All clients that need to update this information will receive an email notification and will have the option to fill a short questionnaire directly into their trading accounts. Omitting to fill the questionnaire by 31st by October will put the CFD account in close-only mode, where existing positions can be closed, but new ones cannot be opened. Of course, successfully passing the assessment will result in removing the close-only mode of the account.
You may be prompted to pass the questionnaire even if you are not actively using your CFD account.
The option appears only in the CFD account. Therefore, if you are unable to see it upon logging in, you may be located in your Invest or ISA instead.
The above information concerns only the CFD accounts. Invest/ISA accounts will not be affected in any manner.