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FX User Creation FX Form
If there are multiple authorised persons for your company, please submit this form with each relevant user required.
Client Details
Registered Name
*
ABN/ACN
*
Authorised Person 1
Authorised Person Details
*
Authorised Person Details
A
New
Authorised Person Details
B
Update
Authorised Person Details
C
Cancel
Full Name
*
Email Address
*
Phone Number
*
Authorised Person Role Guideline
Permission Access
*
Details
Permission Access
Transact FX
Transact Only
Permission Access
Transact Forward FX
Transact Only
Permission Access
Add Payments
Assigning beneficiary to FX Transactions
Permission Access
Beneficiaries
Add/edit/delete beneficiaries
Permission Access
Users
Add/edit/suspend users
Permission Access
Limit Orders
Setting FX rate limit
Permission Access
View Account and payment History
View only
Permission Access
Funding Sources
View and manage bank account details
Permission Access
Account Information
View and manage accounts
Permission Access
Invoice
View and download invoice
API Permission Access
Does his user require API permission access?
*
Does his user require API permission access?
A
YES
Does his user require API permission access?
B
NO
Do you have another authorised person to add?
*
Do you have another authorised person to add?
A
YES
Do you have another authorised person to add?
B
NO
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