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Clients resident in Europe and classified as Retail clients are generally not permitted to buy most U.S.-listed ETFs. This is due to European PRIIPs regulations, which require certain investment products to provide a Key Information Document, or KID, before they can be offered to retail investors in the European Economic Area. Most U.S.-listed ETFs do not provide the required KID, so they cannot generally be made available to European retail clients. European clients classified as Professional clients may be eligible to trade U.S.-listed ETFs, subject to applicable regulatory requirements, product availability and trading permissions.

If a corporate action allows clients to choose between receiving a cash dividend or a stock dividend, the election will normally be available through the Client Portal. Clients can log in to the Client Portal, go to Help > Message Center, and select Corporate Actions to review any available election messages. If an election is available, clients can open the relevant message and submit their choice before the applicable deadline. To track dividends, clients can generate an activity statement or custom report from the Reports section of the Client Portal. Dividend information may appear in sections such as Dividend Accruals, Open Dividend Accruals, Cash Report or Activity Summary, depending on the report type and status of the dividend. Corporate action elections are subject to issuer terms, market deadlines, account eligibility and availability in the Client Portal.

MEXEM may reduce the collateral value, or marginability, of certain securities for various reasons. These may include small issue size, low market capitalization, limited liquidity, high volatility, corporate actions, tender offers or other risk factors. A static list of all securities with special margin requirements may not be available, as margin requirements can change based on market conditions and internal risk controls. To check whether a specific stock has a special margin requirement, clients can use the Check Margin Impact or Order Preview function in the trading platform before submitting an order. This will show the estimated margin impact for the specific stock, order size and account.

The standard settlement period for most currency pairs is two business days after the trade date, known as T+2. Some currency pairs settle earlier. For example, USD.CAD generally settles one business day after the trade date, known as T+1. For a Forex transaction to settle, the relevant settlement systems for both currencies must be open. If either currency has a settlement holiday on the target settlement date, settlement is usually deferred to the next valid business day for both currencies. Intervening holidays between the trade date and the normal settlement date may also affect settlement, depending on the currencies involved.

IPO stands for Initial Public Offering. It is the process through which a company offers its shares to the public for the first time. Before an IPO, the company is usually privately held. If the IPO is completed successfully, the company’s shares may become publicly traded on the relevant listing exchange. Shares issued by the company represent an ownership interest in the company. An IPO is one of the ways a private company can raise capital from public investors.
IPO availability, participation requirements and trading access may vary depending on the offering, market, client eligibility and applicable regulations.

MEXEM generally does not offer clients the ability to participate in IPOs of U.S. companies. MEXEM may provide access to IPOs outside the United States, including European IPOs, on a case-by-case basis. Availability depends on the specific offering, account eligibility, client classification, country of residence and applicable regulations. If an IPO is available for client participation, it will appear in the Client Portal under Trading > IPO Subscription. Please note that IPO availability is not guaranteed and may vary by market and offering.

An index itself cannot usually be traded directly. However, clients may be able to trade products whose value is linked to an index, such as ETFs, futures, index options or futures options, subject to product availability, account eligibility, trading permissions and applicable regulations. To search for available index-related products, clients can enter the relevant symbol in the trading platform. The contract selection window will show the available product types, such as ETF, futures, options or futures options, where applicable. Before placing an order, clients should review the product type, exchange, contract specifications, trading permissions, market data requirements and margin impact.

Spot Gold XAUUSD and Spot Silver XAGUSD trading is available only to clients who are not legal residents of the United States, Canada, Australia, Japan or Hong Kong. Availability is subject to account eligibility, trading permissions and applicable regulations. Spot Platinum XPTUSD is currently not available through MEXEM. Clients who are not eligible for spot metals may still be able to access related market exposure through futures contracts or options on futures, where available and subject to the relevant permissions.To request spot metals trading permissions, clients can log in to the Client Portal and go to Settings > Account Settings > Trading Experience & Permissions. From the Trading Permissions section, clients can expand the Metals category and select Global. They may also need to complete or update the relevant trading experience, knowledge, financial information and investment objectives sections before submitting the request.

To request that a new product be added for trading, clients can submit a ticket to MEXEM Client Services. The request should include the product name, CUSIP or ISIN, where applicable, and the exchange on which the product is listed.

No. MEXEM does not provide a complete list of all ETFs available to clients classified as Retail under European regulations. For European Retail clients, availability may depend on applicable PRIIPs requirements, including whether the issuer provides the required Key Information Document, or KID, for retail distribution. Clients can use the Order Preview function to check whether a specific ETF is currently available or restricted for their account before submitting an order. Product availability may vary depending on the client’s country of residence, client classification, account type, trading permissions and applicable regulations.

Yes. MEXEM provides access to certain Pink Sheet and OTC stocks, subject to product availability, account eligibility, trading permissions and applicable regulations. To trade on ArcaEdge or OTC Pink markets, clients must have United States (Penny Stocks) trading permissions enabled on their account along with the 2FA enabled on the mobile phone. These permissions can be requested from the Client Portal under Trading Experience & Permissions. Trading OTC and penny stocks involves additional risks, including lower liquidity, wider spreads, limited public information and higher volatility. Availability may vary depending on the instrument, account type, client profile and regulatory requirements.

MEXEM provides access to a wide range of products, including stocks, options, futures, currencies, bonds and ETFs, from a single MEXEM Universal Account. Clients from many countries may be able to trade stocks, subject to product availability, account eligibility, trading permissions and applicable regulations. To request stock trading permissions, clients can log in to the Client Portal and update their trading permissions. Clients can also subscribe to real-time market data from the Client Portal. If no real-time market data subscription is active, delayed market data may be available where provided. Clients may still be able to trade using delayed data, but they should be aware that prices may not reflect current market conditions.

MEXEM provides access to certain metals-related products, subject to product availability, account eligibility, trading permissions and applicable regulations. Depending on the client’s account setup and permissions, available products may include spot gold and silver, OTC futures on LME metals, and exchange-listed metals futures on NYMEX. These products may have different trading permissions, margin requirements, market data subscriptions and risk characteristics. Availability may also vary depending on the client’s country of residence, account type and regulatory classification. This information is provided for general informational purposes only and should not be considered a trading recommendation.

Yes. MEXEM provides access to a range of futures contracts across multiple market centers, subject to product availability, account eligibility, trading permissions and applicable regulations.To trade futures, clients must meet the relevant trading requirements and have futures trading permissions enabled on their account. Trading permissions can be requested from the Client Portal. Futures are leveraged products and may involve significant risk. Clients should review the relevant contract specifications, margin requirements and trading permissions before placing an order.

MEXEM provides access to a wide range of products, including stocks, options, futures, currencies, bonds and ETFs, from a single MEXEM Universal Account.Clients from many countries may be able to trade Exchange Traded Funds, subject to product availability, account eligibility, trading permissions and applicable regulations. To request ETF trading permissions, clients can log in to the Client Portal and update their trading permissions under Stocks. Some ETFs, including complex or leveraged ETFs/ETNs, may require additional permissions for Complex or Leveraged Exchange Traded Products. European retail clients must also comply with applicable PRIIPs rules. This means that certain ETFs may not be available if the required Key Information Document is not provided for retail distribution in the European Economic Area. Product availability may vary depending on the client’s country of residence, client classification, account type and trading permissions.

MEXEM provides access to Bitcoin futures and certain crypto-related stocks and ETFs/ETPs, subject to product availability, account eligibility, trading permissions and applicable regulations.These products are denominated and settled in government-issued currencies, such as USD. MEXEM does not provide trading in physical cryptocurrencies and does not accept cryptocurrencies for deposits, withdrawals, settlement or payment purposes.Clients should review the relevant product details, risks and trading permissions before placing an order.