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Account Opening Task Type *

TEST ACCOUNT OPEN

Payment Task Type *

Account Name *

Issue Type *

Subcategory

Platform

Report Frequency

Description *

Business Requirements

IX Social Task Category *

Sales Team *

Partners Task *

IB Application Submitted *

IB Name

IB ID

Type of Deal

Client To Upgrade to Introducing broker / existing IB account

Office *

Please enter: *

Type of Partner *

IB Level *

MT4 Group *

MT5 Group

Performance Fee (if type = PAMM / IX social strategy provider)

Partners Account Number

Vite Department

Problem type *

Client Name *

Client Trading account *

Email Country Groups *

Resignation Date *

Last Working Date *

Entity

IT Assets returned? * Provides IT assets status information while offboarding ticket is created.

Resignation Letter

Type of Letter/Document *

Reason for Letter/Message

Effective Date *

Type of Change *

Change in Salary

Change in Title *

New Manager *

New Department *

Type of Request

Type of Deskpro Request *

Impacted user count

Department

Office Location

Reason

Hardware Type *

Email Address

Cost Center

Laptop or Computer?

Type of Laptop

Reason for Audit

Audit Time Frame

Line Manager Approval

Level 1 Approval

Level 2 Approval

Tick this if needs approval?

Give Your Project a Name? * Something simple. “Improve withdrawal flow”, “IB portal revamp”, “MT5 liquidity upgrade”, “CRM auto-email fix”.

What are you trying to do? * No essays. Explain it like you're telling someone at the pub.

What type of project is this? * Project Nature (pick one)

Business Plan *

Does this require development? *

What does “success” look like? NOT metrics. Just outcome. Examples: “Clients withdraw in under 5 mins”, “IB sees their rebates instantly”, “Ops stops doing X manually”.

Who feels the impact? *

What happens if we DON'T do this? *

How urgent is this, really? * Everyone says “urgent”, but Please be honest.

Expected date

Departments needed to be involved You can not tick anything if you don't know. This is just to include them if this is a trading related solution for example.

Are there dependencies? Systems? People? Data? Providers?
Example if its something for CRM than we need FXBO.

Name the dependency Example: FXBO

Has this been discussed with your manager?

Is this aligned with your department’s priorities?

Category *

Category

Jurisdiction *

Risk Level

Task Type

Assigned Department

Related Regulation

Client Account ID

Case/Trade Reference ID

CC Department

Trading Account *

CS Request type *

Priority

Marketing Request Type

Promotion Name

Promotion Type *

Promotion Duration Start

Deadline Requested Please note any request needs at least 2 weeks

Promotion Region *

Promotion Objective / Goal *

Promotion Channels *

Promotion Budget / Payout Cap

Promotion Agenda *

Marketing Support *

Expected ROI / Success Metrics * Briefly describe how success will be measured for this promotion. Include any KPIs, targets, or performance goals.

Examples to guide users:

% increase in active clients
X number of new clients
$ volume of new deposits
Increase in partner activity

Special Notes / Additional Info

Task Description

Licence/Regulation

Languages

Countries

Target Audience Experience Level

Target Audience Engagement inclusions

Target Audience Exclusions

Copy & creative provided

Landing page link provided

Terms and conditions link provided

Target deployment date

Type of Request *

Entity *

Vendor *

Period *

Details to be included in the letter *

PSP/ BANK/EMI? *

Date *

Invoice Number *

Department *

Period of the analysis *

Due Date *

Name on the card

Approval from Management

When is this needed *

Month

Year

Provider *

Type *

Attach Form

Approval

Amount *

Requested From *

Reason for the Request *

Request Type *

Name of Broker *

Email address of Broker *

Revenue share details

Name of Prime Client being referred by IB

POI *

POA *

Type

Name of the Contact

Name of the Company

Email address

Demo account required?

Please click here to download Account Set up Form

Upload Completed Account Setup Form *

Required Documents (FCA) *

Required Documents (Anguilla) *

Types of Agreements

Demo Group Specification

Name of the Prime Client

Changes in Fees(Crypto withdrawal/Deposit)

Approval email from Lee

Currency

Leverage

Fees/Charges/Revenue

API Connection required?

Account Type

Please specify

PSP Name (if applicable)

Regulation *

Requested Department *

Service Type

Client Email

Transaction ID (if applicable)

Expected Date to be Resolved

Travel Start Date

Travel End Date

Take Off

Destination place

Travel Dates

Do you have preferred flight times?

Preferred Flight Time

Do you have seat preferences

Flight Program Discount / Number

Do you need travel insurance? *

Do you need a hotel? *

Do you have a preferred hotel?

Do you have luggage? *

Luggage needed

Do you need a taxi? *

Taxi destination *

Copy of your passport *

Do you have a visa?

Upload visa document

Airport Parking Needed

Car plate *

Car Model / Color *

Return flight dates

Do you have preferred flight times? (Return)

Do you have seat preferences? (Return)

Preferred Flight Time (Return)

Off-Boarding Employee's Name *

Off-Boarding Employee's Job Title

Employment End Date

Asset Collection Address * Please provide your full delivery address:
- Address Line 1
- Apt / Suite / Building Access Code (Optional)
- Address Line 2
- Town / City
- Country
- Post Code
- Country / Region
- Phone Number

Access Termination List *

Onboarding Employee's Name *

Onboarding Employee's job title + * Please enter the job title exactly as it appears in the HRIS

Onboarding Employee Department *

Start Date *

Primary Contracting Entity *

Is work equipment required for this employee?

Required System Accesses *

Nombre *

Correo electrónico *

Asunto *

Employee's Name *

Employee's job title *

Employee Department *

Line Manager *

Employment type *

Type of IT Request

Hardware Request Type

Laptop Specification

Requested Laptop Type

Peripheral Type

Location *

Office location + *

Address * Please provide your full delivery address:
- Address Line 1
- Apt / Suite / Building Access Code (Optional)
- Address Line 2
- Town / City
- Country
- Post Code
- Country / Region
- Phone Number

Mensaje *

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Feature Size *

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