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  1. 幫助中心 | PU Prime | More Than Trading
  2. Partnership
  3. IB
  1. 幫助中心 | PU Prime | More Than Trading
  2. Partnership
  3. IB
此段落內的文章
  • IB 如何接收成功推薦客戶的通知?
  • 如何從 IB Portal 切換到 Client Portal?
  • 我在哪裡可以獲得針對子IB的IB推薦連結?
  • 我在哪裡可以獲得用於客戶的IB推薦連結?
  • 我在哪裡可以查看我的IB 個人資料?
  • 如何與他人分享我的IB帳戶?
  • 我在哪裡可以查看IB 帳戶報告?
  • 如何在IB 專區中查看我的IB結構?
  • 我在哪裡可以下載我的IB報告?
  • 什麼是介紹經紀人?
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IB 如何接收成功推薦客戶的通知?

為了協助介紹經紀商(IB)隨時掌握其客戶的進度,PU Prime 透過 IB Portal 提供自動電子郵件通知,當受邀客戶成功完成平台註冊並開立交易帳戶時,系統將發送通知。

一旦客戶完成這些步驟,系統將即時發送通知郵件給對應的 IB,以確認推薦成功。

 

IB 如何管理電子郵件通知?
IB 可直接在 IB Portal 啟用或停用電子郵件通知。
 
  1. 登入 PU Prime IB Portal 並進入儀表板。


     
  2. 點擊右上角的「信件」圖示。

     
  3. 在電子郵件通知管理中,切換下列選項的開啟或關閉:
     - 客戶註冊
     - 帳戶開立
     
    變更將在更新後立即生效。



     
  4. 啟用後,當您推薦的客戶成功註冊或開立帳戶時,您將收到電子郵件通知。以下是 IB 在推薦客戶成功開戶後收到的通知郵件範例:



 
重要說明:
  1. 通知將發送至 IB 註冊時填寫的電子郵件地址。
  2. 停用通知後,將不再收到所選事件的電子郵件。

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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.

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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.

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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