PAMM Account Setup PDF
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Summary
This document provides step-by-step instructions for setting up a PAMM (Percentage Allocation Management Model) account. The steps include checking email requests, configuring trading groups, creating money managers, assigning accounts, and managing various details. The instructions are aimed at sales personnel.
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PAMM Account setup Owner R RADEX MARKETS-Support's Notion Tags 1. Check email request: if “allow MM to deposit” and “Special case” says NO. That’s a default configuration. 2. Check if we need to set up a new configuration /...
PAMM Account setup Owner R RADEX MARKETS-Support's Notion Tags 1. Check email request: if “allow MM to deposit” and “Special case” says NO. That’s a default configuration. 2. Check if we need to set up a new configuration / new BS trading group for the MM. Please check the procedure in PPT page 15-17. 3. Create a Money Manager : check PPT page 18-25 PAMM Account setup 1 4. Assign the PAMM account to the Sales owner on PAMM admin portal: check PPT page 51 5. If you can’t find the staff account, please create one for the sales: check PPT page 49-52 6. Please move the PAMM virtual to the designated IB number based on the PAMM setup request email. a. IB brand b. Deposit payment group: NONE c. Account type: (check the owner account for individual or coporate) d. save the changed PAMM Account setup 2 7. Please don’t forget to reply to the sales’ email. Email template Hi __, PAMM NAME - PAMM account [trading account number] is set up and all the offer links are created. The PAMM is ready to roll. (Owner Account: [owner account number] [owner account name] PAMM Account setup 3
