6.1.2_ENG_FYNXT_ Promotion -P Accounts Guidelines

Author: Livia Tay, MY 
Last Updated: January 8, 2025


This SOP guide explains the process of verifying and setting up -P accounts in Commission Management. Follow the steps below to ensure compliance and accuracy.

Step-by-Step

1. Verify Client Account Policy
   Ensure the client account adheres to the company policy or check if changes are required.
   
   a. Use the TNC Table
       Refer to the provided table for Terms and Conditions (TNCs) to validate client account details.
         Source: 6.1.1_ENG_FYNXT_30% Trading Bonus
   
   
2. IB Profile Checklist
   Navigate to the IB profile > Profile and Fee Structure > Confirm if the IB profile includes a -P account. Kindly refer to image 6.1.2.2a below for detailed information.
   
   Note: IB that carry -P Group Account should have -P Accounts for the Original MT4 Group.
   
                                                                                     image 6.1.2.2a
   
   
3. Adding a -P Account
   (Condition: ONLY IB that does not carry -P Group)
   Access the Fee Structure column > Locate the fee structure in the promotional group list > Click the  on the right side of the fee structure > This will direct you to the Fee Structure details in Commission Management site. Kindly refer to image 6.1.2.3a and image 6.1.2.3b below for detailed information.
   
   
                                                                                     image 6.1.2.3a
   
   Note: Your page should look like this after clicking the  from the Fee Structure in IB profile.
   
                                                                                     image 6.1.2.3b
   
   
4. Cloning the Fee Structure
   Copy the Fee Structure ID > Return to main page of Commission Management > Paste it on the Search Bar and find the copied Fee Structure ID > On the right-hand side, click the three dots menu and select "Clone." Kindly refer to image 6.1.2.4a below for detailed information.
   
   
                                                                                     image 6.1.2.4a
   
   
5. Adding -P Details
   Return to main page of Commission Management > Open the cloned fee structure details by clicking the  > Change the Fee Structure ID to the updated ID > Add "-P" to the end of the Fee Structure name to signify it as a promotional-only account > Update the Master User Group section on the right-hand side with the same "-P" > Once complete, copy the cloned Fee Structure ID and click Update. Kindly refer to image 6.1.2.4a below for detailed information.
   
   Important Note: Please do not update anything else regarding rebates/comms.
   
                                                                                     image 6.1.2.5a
   
   
6. Applying -P to the IB Profile
   Navigate to the IB’s profile > Paste the cloned Fee Structure ID into the Profile and Fee Structure > Fee Structure section > click Update. Kindly refer to image 6.1.2.6a below for detailed information.
   
   
                                                                                     image 6.1.2.6a
   
   
7. Finalize
   Ensure all steps have been completed accurately and update accordingly in the Promotional Excel Sheets. 
   
   Excel Sheets: Promotional Program Checklist (2025).xlsx