Margin & Leverage Policy
1. Conditional Publication
Publish this policy only after Compliance confirms that the relevant leveraged products are within Montrock’s authorised product scope and the exact margin rules have been approved.
2. What Leverage Means
Leverage allows a Client to obtain market exposure greater than the cash or collateral posted. It magnifies both gains and losses.
3. Initial and Maintenance Margin
The Company may specify initial margin to open a position and maintenance margin to keep it open. Requirements may differ by instrument, account, client category and market conditions.
4. Variable Requirements
Margin can be increased, leverage reduced or new positions restricted because of volatility, concentration, liquidity, events, counterparty requirements or regulatory action.
5. Margin Monitoring
Clients are responsible for monitoring margin continuously. The Company may provide platform indicators or alerts, but these do not transfer responsibility to the Company.
6. Close-Out
Where available margin falls below applicable requirements, the Company may close one or more positions, cancel orders, restrict new positions or require additional collateral. The Company is not required to choose the position most favourable to the Client unless applicable law or product terms require otherwise.
7. No Guaranteed Margin Call
Unless expressly agreed, the Company is not required to contact the Client or provide additional time before risk-reducing action.
8. Negative Balances
Negative balance protection must not be promised unless it applies to the relevant Client and product by contract and operation. Where it does not apply, the Client may remain liable for a debit balance, subject to applicable law.
9. Concentration and Event Risk
The Company may impose additional margin on concentrated portfolios, illiquid instruments, positions held through major announcements or other exposures considered higher risk.
Contact and Regulatory Information
Montrock Ltd is incorporated in Mauritius under Company No. 231276 GBC and is regulated by the Financial Services Commission, Mauritius (FSC) as an Investment Dealer (Full Service Dealer, Excluding Underwriting), FSC Licence No. GB25205688. Registered office: Suite 201, Level 2, The Catalyst, 40 Silicon Avenue, Cybercity, Ebene 72201, Mauritius.
Compliance enquiries: compliance@mont-rock.com
Website: https://mont-rock.com
Risk warning: Transactions in financial instruments, particularly leveraged or derivative instruments where offered, involve significant risk and may result in substantial loss. Nothing on the website constitutes a guarantee of profit or investment performance.