Consultant Registration
The Consultant Registration page lets you apply to become an Investment Consultant on BrokerIG.
Once approved, a Consultant can create and manage entrusted investment campaigns. Other users can review those campaigns, evaluate their metrics, and allocate capital for the campaign duration.
When should you apply?
Section titled “When should you apply?”Consider applying when:
- You have investment experience and want to create campaigns for other users.
- You have a clear investment strategy.
- You can describe risk tolerance, Typical Campaign Duration, and profit-sharing terms.
- You understand the responsibility associated with published campaign targets and commitments.
- You can provide Supporting Documents if the platform requires verification.
Basic requirements
Section titled “Basic requirements”The registration screen may require an appropriate Account Level and platform approval based on investment history.
Before applying, verify that:
- Required account-security steps are complete.
- Your personal profile is accurate.
- Your activity history is sufficient for platform review.
- You understand the responsibilities of a Consultant.
- You can provide evidence of experience when requested.
Information required in the application
Section titled “Information required in the application”Personal Information
Section titled “Personal Information”Provide accurate details such as:
- Full Name.
- Professional Title.
- Email Address.
- Phone Number.
The platform may use this information for verification or to request additional documents.
Professional Experience
Section titled “Professional Experience”Describe your investment background, including:
- Years of Investment Experience.
- Specialization.
- Professional Bio.
Specializations may include Cryptocurrency Investment, Forex Markets, Stock Market, Commodities, or a Multi-Asset Portfolio.
Investment Strategy & Policies
Section titled “Investment Strategy & Policies”Explain how you intend to create and manage campaigns:
- Typical Campaign Duration.
- Risk Tolerance Level.
- Investment Philosophy.
- Capital-management and risk-management approach.
- Conditions that would cause you to stop or adjust a strategy.
Avoid vague statements. The application should make it clear how assets are selected, how risk is controlled, and what participants should expect.
Commission Structure
Section titled “Commission Structure”The form may include:
| Item | Meaning |
|---|---|
| Investor Commission (%) | Percentage of profits shared with campaign participants. |
| Agency Commission (%) | Percentage shared with eligible Agency Partners. |
| Your Commission (%) | Your expected earnings from each campaign. |
These percentages directly affect participants and your campaign earnings. Review them carefully before submitting.
Supporting Documents
Section titled “Supporting Documents”Optional Supporting Documents may include:
- Certifications.
- Professional credentials.
- Portfolio or capability profile.
- Documents describing your investment experience.
- Evidence of investment history when permitted and appropriate.
Files should be clear, use a supported format, and avoid unnecessary sensitive information.
How to submit the application
Section titled “How to submit the application”- Open Partners.
- Select Partner Registration.
- Select Consultant Registration.
- Complete Personal Information.
- Add Professional Experience.
- Describe your Investment Strategy & Policies.
- Review the Commission Structure.
- Upload Supporting Documents when available.
- Read and accept the Terms & Conditions.
- Select Submit Application.
After submission, wait for platform review. Do not submit duplicate applications unless requested.
After submission
Section titled “After submission”Your application may be:
| Status | Meaning |
|---|---|
| Pending Review | The platform received the application and is reviewing it. |
| Additional Information Required | You need to provide more information or documents. |
| Approved | The Consultant role is granted. |
| Rejected | The application did not meet the requirements or lacked sufficient information. |
The confirmation screen may provide a Ticket ID and instruct you to check your email for updates.
Consultant responsibilities
Section titled “Consultant responsibilities”After approval:
- Campaign information must be clear and not misleading.
- Do not guarantee profit without a clearly defined and lawful guarantee mechanism.
- Be transparent about campaign duration, required investment, risk, commissions, and expected Net Yield.
- Campaign performance directly affects your professional reputation.
- Provide participants with enough information to make their own decision.
- Do not request passwords, OTPs, 2FA codes, Recovery Codes, private keys, or seed phrases from participants.