Memberships Rules – Fortis Reserve

Advanced Tiers & Policies – Fortis Reserve

Advanced Tiers & Policies

A) Gold Plus

Client Net Deposit: USD 33,000 – 59,900

Beyond the core features already listed for Gold Plus (lower fees, enhanced rates, expanded leverage, and higher monthly cashback), members also receive these mid-tier advantages:

Dedicated Account Liaison – Direct access to a senior support specialist for trade allocations, platform queries, and ad-hoc market commentary.
Cashbacks at 3% – Higher range than regular GOLD: USD 990 – 1,790.
Extended Trading-Volume Allowance – 50% higher monthly notional limit than the Standard GOLD tier.
Quarterly Strategy Review – A 30-minute one-to-one call with a portfolio analyst.
Early Access to New Instruments – A one-week head start on new listings.
Complimentary Market-Data Add-on – Level-2 order-book depth for FX and US equities.

These benefits offer greater trading capacity, faster service, and deeper insight while preserving tier-specific advantages.

B) Platinum Trial Membership — Exclusive Add-Ons

Client Net Deposit: USD 60,000 – 95,000

The Platinum Trial tier unlocks full Platinum benefits for up to 2 months. Additional privileges include:

Benefit	Detail	Why it matters
Expanded Leverage Buffer	50× on top of standard Platinum ratios (risk-desk approved)	Enables larger trades without permanent leverage increase
Cashback	3% worth ≈ USD 1,800 – 2,750	Significant boost compared to GOLD
Weekly Portfolio Clinic	30-min calls with senior portfolio manager	Hands-on feedback to refine strategy
Direct Line to Trading Desk	Encrypted channel for block liquidity, VWAP execution	Lower slippage and faster fills
Early-Access Listings	14-day window on new listings	First-mover advantage
Fee-Holiday Rebate	10% rebate on performance fees during trial	Reduces testing cost
Concierge Research Pack	Macro brief, earnings list, sector deep dive	Saves research time
Invitation-Only Events	1 virtual or in-person strategist-led event	Network and learn from experts
Custom API Bandwidth	Double call-rate limit	Ensures smoother algo execution

Extending the Trial or Adding Bespoke Services: Additional privileges may be arranged—please contact your relationship manager. Subject to review.

Membership Benefits – At a Glance

Feature	What it means	How it scales with your tier*
Leverage ceiling	Max ratio for magnifying trades	5× → 20× → 50× → 100×
Managed-account service	Portfolio manager activity level	Quarterly → Monthly → Bi-weekly → Weekly
Fees	Standard: 10% + 2%. Tiers reduce this.	–10% → –20% → –30%
Monthly cashback	Volume-based rebate	3% scale-up by tier
Trading-volume allowance	Monthly position cap	USD 250k → 750k → 1.5m → Unlimited
Premium signals	Access to trades and analysis	Weekly → 3x/week → Daily → Real-time
Credit line	Interest-free margin boost	None → 10% → 25% → 40%

*Illustrative metrics; check your dashboard for actual figures.

Key Points:

Higher tiers unlock scale and priority tools
Fees drop, rewards increase as tier rises
Credit is interest-free but affects cashback

Account-Status Preservation Policy

Guideline	What it does	Potential drawback
90-day settling-in period	Supports model performance	No withdrawals for 90 days
Early-exit profit protection	Discourages short-term churn	Profit forfeiture if exiting early
Full-balance exit fee	Offsets premature hedge closure	Extra charge on total withdrawal
Annual withdrawal cap	Protects premium account status	Exceeding it triggers downgrade
Cashback neutral	Cashback doesn’t count as withdrawal	None
Account closes if empty 6+ months	Prevents dormant-account charges	Must re-qualify if returning

Why we use this framework:

Improves strategy consistency
Rewards loyal participants
Reduces forced liquidation costs

Practical Tips:

Plan funding around liquidity needs
Use partial withdrawals when needed
Watch for day-91 to unlock full access

Credit Allowance – How It Works, Benefits & Trade-Offs

Aspect	Details
Purpose	Temporary 0%-interest capital for trading scale
Use of funds	Trading only; not withdrawable or transferable
Term	Predefined (30–90 days); requires results
Cost	0% interest; future rollover may cost margin rate
Profit withdrawals	Allowed once credit conditions met
Reversion	Unused credit revoked; positions scaled down if needed

Benefits:

Bigger trades without extra capital
No initial interest
Keeps liquidity flexible

Trade-Offs:

Not real cash — cannot withdraw
Conditions must be met to release profit
Plan ahead for expiry or rollover

Tip: Review your credit term and match it to your trading strategy. Don’t let credit expire mid-trade.

Let`s get started

Our exclusive trading platform is built to be user-friendly, intuitive, and equipped with robust features that empower traders to make well-informed decisions.

This website is owned and operated by Fortis Investment GLOBAL EQUITY Fund, which serves as the primary entity behind the platform. The company operates as a Managed Investment Scheme, offering services in ETFs and CFDs.

Fortis Investment functions as a subsidiary and joint venture with BinckBank Brokerage. BinckBank was acquired by a major European banking group as part of a broader strategic expansion. Following this acquisition, Fortis has continued to operate as an independent entity outside of Europe, delivering tailored investment solutions and brokerage services.

This unique structure enables Fortis to maintain the infrastructure and standards of its parent institution while providing the flexibility and client focus of a global investment firm.

Our exclusive trading platform is built to be user-friendly, intuitive, and equipped with robust features that empower traders to make well-informed decisions.

This unique structure enables Fortis to maintain the infrastructure and standards of its parent institution while providing the flexibility and client focus of a global investment firm.