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NewUX Broker Admin
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  • Products and Funds
    • Funds Management
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    • Create Basket fund
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    • Introducer
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  • Settings and Control
    • Control panel
    • Customer settings
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    • Trading settings
      • Investor trading settings
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      • Instrument list
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    • API settings
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    • Platform settings
      • Platform site info
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      • Manage email templates
    • Product settings
      • Strategies settings
      • SMA settings
      • Terms and conditions
      • Power of attorney
      • Compliance settings
      • Fee calculation settings
    • Queue management
      • All queue managers
      • Create queue manager
    • Assignment management
      • All assignment
      • Create assignment
    • Workstations
      • Workstations
      • Add workstation
    • Gateway settings
      • All gateway
      • Create gateway
    • Goal management
      • Mapping list
      • Risk type list
      • Goal list
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  1. Settings and Control
  2. Product settings

Terms and conditions

TradeSocio NewUX - Broker Admin manual

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Last updated 4 years ago

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In Terms and conditions section you can create a content with terms that investors will be agreeing to before they start allocations.

You can create content separately for each language package enabled on your platform. The user will see the terms according to the language he selects while using the platform.

Choose the language and click Edit to open the editor page.

You can choose to:

  • Text - manually enter the text

  • Upload - upload the ready document

  • Link - attach the link to existing document