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  1. Help Center | PU Prime | More Than Trading
  2. Partnership
  3. IB
  1. Help Center | PU Prime | More Than Trading
  2. Partnership
  3. IB
このセクションの記事
  • IBはどのようにして成功裏に紹介したクライアントの通知を受け取ることができますか?
  • IBポータルからクライアントポータルに切り替える方法
  • サブIB用のIB紹介リンクはどこで入手できますか?
  • クライアント用のIB紹介リンクはどこで入手できますか?
  • IBプロフィールはどこで見ることができますか?
  • 他の人と私のIBアカウントを共有するにはどうすればいいですか?
  • IBアカウントレポートはどこで見ることができますか?
  • IBポータルで私のIB構造をどのように確認できますか?
  • IBレポートはどこでダウンロードできますか?
  • Introducing Brokers란 무엇인가요?
もっと見る

IBはどのようにして成功裏に紹介したクライアントの通知を受け取ることができますか?

Introducing Broker(IB)がクライアントの進捗状況を把握できるように、PU PrimeはIBポータルを通じて、招待したクライアントがプラットフォームの登録を完了し、取引口座を開設した際に自動メール通知を提供しています。

クライアントがこれらの手順を完了にリアルタイムで通知メールが送信され、成功したコンバージョンが確認されます。

 

IBはどのようにメール通知を管理できますか?
IBはIBポータルから直接メール通知の有効化または無効化が可能です。
 
  1. PU Prime IBポータルにログインし、ダッシュボードに移動します。


     
  2. 右上隅の「メール」アイコンをクリックします。

     
  3. メール通知管理の下で、以下のオプションをオンまたはオフに切り替えます:
     - クライアント登録
     - 口座開設
     
    変更は更新後すぐに適用されます。



     
  4. 有効化すると、紹介したクライアントが登録または口座開設に成功した際にメール通知を受け取ります。以下は、紹介クライアントが口座開設に成功した際にIBが受け取るメール通知の例です:



 
重要な注意事項:
  1. 通知はIBの登録済みメールアドレスに送信されます。
  2. 通知を無効化すると、選択したイベントのメールが停止されます。

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Risk Warning: Trading Contracts for Difference (CFDs) involves a high level of risk and may not be suitable for all traders. The use of leverage magnifies both potential profits and losses, meaning you could incur losses greater than your initial deposit. It is important to understand the risks involved and assess whether you can afford to lose your invested capital. When trading CFDs, you do not own the underlying assets and have no rights to them. Past performance is not indicative of future results. The information provided on this website is for general informational purposes only and does not constitute investment advice, recommendation, or solicitation to engage in any investment activities. It does not take into account your personal financial circumstances, investment objectives, or risk tolerance. Any interaction with this website is an individual and voluntary action on the part of the user. The content on this website should not be construed as an invitation to enter into or acquire PU Prime’s financial services and products. Under no circumstances shall the Company be held liable for any loss or damage, in whole or in part, arising from, or in connection with, any CFD trading activities. Please review the legal documents available on our website to ensure that you fully understand the risks associated with CFD trading. If necessary, seek independent advice from qualified professionals.

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PU Prime is a trading name for multiple entities operating across various jurisdictions. These following entities are authorised to operate under the PU Prime brand and trademarks.

PU Prime Trading Pty Ltd is an Australian financial services licensee authorised and regulated by the Australian Securities and Investments Commission of Australia under License No. 410681, with its registered address at Suite 103, Level 1, 17 Castlereagh St, Sydney, NSW 2000, Australia. For Australian clients who have onboarded through https://www.puprime.au, the product issuer is PU Prime Trading Pty Ltd.

PU Prime Financial Services L.L.C is is licensed by the UAE Capital Market Authority (CMA) under License No. 20200000388 (Fifth Category: Arrangement and Advice) to conduct introduction and promotion of financial services and financial products. The company’s registered address is The Prime Tower, Office No. 1209, Business Bay, Plot No. 68-0, Makani No. 25836 86879, Dubai, United Arab Emirates.

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PU Prime Ltd, incorporated in the Republic of Seychelles, is a securities dealer authorised and regulated by the Financial Services Authority of Seychelles under License No. SD050, with its registered address at CT House, Office 9A, Providence, Mahe, Seychelles.

PU Prime Limited, incorporated in the Republic of Seychelles, is a securities dealer authorised and regulated by the Financial Services Authority of Seychelles under License No. SD050, with its registered address at CT House, Office 9A, Providence, Mahe, Seychelles.

PU Prime (CY) Limited is registered in the Republic of Cyprus under registration number HE414308. Its registered office is located at Archiepiskopou Makariou III, 160-1st floor, 3026, Limassol, Cyprus.

PU Prime (CY) Limited is registered in the Republic of Cyprus under registration number HE414308. Its registered office is located at Archiepiskopou Makariou III, 160-1st floor, 3026, Limassol, Cyprus. PU Prime (CY) Limited facilitates services for the licensed and regulated entities within the PU Prime Organizational Structure, including but not limited to payment services. These services do not involve the use of any trading terminals.

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