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  1. 帮助中心 | PU Prime | More Than Trading
  2. Partnership
  3. IB
  1. 帮助中心 | PU Prime | More Than Trading
  2. Partnership
  3. IB
此组别内的文章
  • IB如何接收成功推荐客户的通知?
  • 如何从 IB 门户切换到客户门户?
  • 我计算了自己应得的佣金,但实际收到的金额却不同. 造成差异的原因可能有哪些?
  • 我申请了其中一个合作伙伴计划后,可以切换到其他计划吗?
  • 成为介绍经纪人(IB)需要费用吗?
  • 我在哪里可以获取我的子IB推荐链接?
  • 我在哪里可以获取我的IB推荐链接给客户?
  • 我在哪里可以查看我的IB 个人资料?
  • 如何与他人分享我的IB账户?
  • 我在哪里可以查看IB 账户报告?
查看更多

IB如何接收成功推荐客户的通知?

为了帮助介绍经纪人(IB)及时了解其客户的进展,PU Prime 通过 IB Portal 提供自动邮件通知功能。当被邀请客户成功完成平台注册并开立交易账户后,系统会自动发送通知邮件。

一旦客户完成上述步骤,相应的 IB 将会实时收到确认客户成功转化的通知邮件。

 

IB如何管理邮件通知?
IB可直接在IB Portal中开启或关闭邮件通知。
 
  1. 登录PU Prime IB Portal并进入仪表盘。


     
  2. 点击右上角的“邮件”图标。

     
  3. 在邮件通知管理下,可切换以下选项开启或关闭:
     - 客户注册
     - 账户开立
     
    更改后将立即生效。



     
  4. 开启后,当您推荐的客户成功注册或开立账户时,您将收到邮件通知。以下为IB在客户成功开立账户后收到的邮件通知示例:



 
重要提示:
  1. 通知将发送至IB注册邮箱。
  2. 关闭某项通知后,将不会再接收该事件的邮件。

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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.

Regional Restrictions: This information on this website is not intended for distribution to, or use by, any person or entity who is a citizen or resident of certain jurisdictions, including, but not limited to, the United States, China, India, the Philippines, Singapore, and jurisdictions listed on the FATF “blacklist”, and the major global sanctions lists. It is also not intended for distribution or use in any jurisdiction where such distribution or use would violate local laws or regulations.

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.

PU Prime Ltd is an investment dealer authorised and regulated by the Financial Services Commission of Mauritius under License No. GB23202672, with registered address at Suite 201 Level 2, The Catalyst, Cybercity Ebene, Mauritius.

PU Prime (Pty) Ltd is a financial service provider authorised and regulated by the Financial Sector Conduct Authority of South Africa under FSP No. 52218, with registered address at 18 Cavendish St, Claremont, Cape Town, 7708, South Africa.

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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Copyright © 2026 PU Prime.