INVESTOR ONBOARDING GUIDE
TRADING VIA VANTAGE GLOBAL - PELICAN (MAURITIUS) PROCESS
INVESTOR ONBOARDING GUIDE
TRADING VIA VANTAGE GLOBAL - PELICAN (MAURITIUS) PROCESS
INVESTOR ONBOARDING GUIDE
TRADING VIA VANTAGE GLOBAL - PELICAN (MAURITIUS) PROCESS
This guide explains the steps required to open a trading account with Vantage Global and complete onboarding with Pelican. All investors proceed on a self-directed, execution-only basis. Pelican will connect your trading account to the selected strategy once the required information and documentation have been received and verified.
Overview of the Process
Overview of the Process
Overview of the Process
Step 1
Open and fund a Vantage Global trading account.
Step 2
Complete and submit the Pelican onboarding form.
Step 3
Complete the Suitability Questionnaire and Risk Mandate.
Step 4
Send your trading account details to Pelican.
Step 5
Pelican verifies your details and connects the strategy.
Step 1 - Open a Vantage Global Trading Account
Step 1 - Open a Vantage Global Trading Account
Step 1 - Open a Vantage Global Trading Account
Please open a trading account with Vantage Global using the secure signup link below. You will be asked to complete the standard broker application, including identity verification and account approval.
Please open a trading account with Vantage Global using the secure signup link below. You will be asked to complete the standard broker application, including identity verification and account approval.
Please open a trading account with Vantage Global using the secure signup link below. You will be asked to complete the standard broker application, including identity verification and account approval.
We believe in full transparency. Here you will find clear answers regarding our regulatory structure, fund security, and how our strategies maintain a non-correlated approach to traditional markets.
Setting
Selection
Account Type
STP
Base Currency
USD, GBP , or EUR
Once approved, you may deposit funds. Ensure minimum funding requirements for your chosen currency are met
Once approved, you may deposit funds. Ensure minimum funding requirements for your chosen currency are met
Once approved, you may deposit funds. Ensure minimum funding requirements for your chosen currency are met
Vantage Sign up link:
Vantage Sign up link:
Vantage Sign up link:
Step 2 - Complete the Pelican Onboarding Form
Step 2 - Complete the Pelican Onboarding Form
Step 2 - Complete the Pelican Onboarding Form
After opening and funding your Vantage account, please complete the Pelican onboarding form using the link below:
After opening and funding your Vantage account, please complete the Pelican onboarding form using the link below:
After opening and funding your Vantage account, please complete the Pelican onboarding form using the link below:
Signup to Pelican here:
Signup to Pelican here:
Signup to Pelican here:
By completing this form, you confirm that you are acting on a self-directed basis and authorise Pelican to proceed with compliance checks.
By completing this form, you confirm that you are acting on a self-directed basis and authorise Pelican to proceed with compliance checks.
By completing this form, you confirm that you are acting on a self-directed basis and authorise Pelican to proceed with compliance checks.
Step 3 - Limited Power of Attorney (LPOA)
Step 3 - Limited Power of Attorney (LPOA)
Step 3 - Limited Power of Attorney (LPOA)
Following submission of the onboarding form, Pelican will provide you with a Limited Power of Attorney (LPOA). This document authorises Pelican to facilitate the technical connection between your trading account and the selected strategy. The LPOA must be completed and returned to Pelican as instructed before any strategy connection can take place.
Following submission of the onboarding form, Pelican will provide you with a Limited Power of Attorney (LPOA). This document authorises Pelican to facilitate the technical connection between your trading account and the selected strategy. The LPOA must be completed and returned to Pelican as instructed before any strategy connection can take place.
Following submission of the onboarding form, Pelican will provide you with a Limited Power of Attorney (LPOA). This document authorises Pelican to facilitate the technical connection between your trading account and the selected strategy. The LPOA must be completed and returned to Pelican as instructed before any strategy connection can take place.
Step 4 - Send Your Trading Account Details
Step 4 - Send Your Trading Account Details
Step 4 - Send Your Trading Account Details
Once the onboarding form and compliance documents have been completed, please email the following details to myaccount@pelican.am:
Once the onboarding form and compliance documents have been completed, please email the following details to myaccount@pelican.am:
Once the onboarding form and compliance documents have been completed, please email the following details to myaccount@pelican.am:
Your Vantage trading account number
Your broker account approval or confirmation
Step 5 - Strategy Connection
Step 5 - Strategy Connection
Step 5 - Strategy Connection
After your details and documents have been verified, Pelican will connect your trading account to the selected strategy and confirm when the connection is live.
After your details and documents have been verified, Pelican will connect your trading account to the selected strategy and confirm when the connection is live.
After your details and documents have been verified, Pelican will connect your trading account to the selected strategy and confirm when the connection is live.
Important Notes
Important Notes
Important Notes
Pelican does not provide broker setup advice or investment advice.
Pelican does not provide broker setup advice or investment advice.
Pelican does not provide broker setup advice or investment advice.
All trading decisions remain your responsibility.
All trading decisions remain your responsibility.
All trading decisions remain your responsibility.
No strategy connection occurs until all documentation is verified.
No strategy connection occurs until all documentation is verified.
No strategy connection occurs until all documentation is verified.