Service overview
Governed broking and securities access for professional investors, active trading mandates, and institutional portfolios.
Equities • Bonds • Forex • Commodities
- Equities: listed securities and stocks, with buy/sell execution, custody, dematerialised holdings, margin controls, confirmations, settlement and reporting as detailed below.
- Bonds: fixed-income instruments for brokerage and custody, aligned with the Broking & Securities scope in the General Disclosure Statement.
- Forex: foreign-exchange requirements are reviewed by mandate, including supported currency pairs, transaction purpose, settlement route, documentation and client eligibility before any service is arranged.
- Commodities: commodity-market exposure is reviewed by instrument, jurisdiction, counterparty, settlement route and client eligibility before any mandate is accepted.
Digital Asset Brokerage & Stablecoin Conversion
Phoenix provides eligible clients with access to selected digital assets and fiat–stablecoin conversion through approved brokerage, liquidity and technology arrangements. Services are subject to supported assets, currencies, jurisdictions, client eligibility and availability.
- Purchase and sale of supported digital assets
- Fiat-to-stablecoin conversion
- Stablecoin-to-fiat conversion
- Cross-border settlement support
- Institutional and business transaction facilitation
- Access through approved technology, liquidity and custody providers
Plan a markets enquiry
For eligible clients reviewing access to supported markets and instruments.
Scope to discuss
- Confirm the instruments and market access relevant to the mandate.
- Clarify execution, settlement and custody arrangements.
- Define reporting and ongoing account responsibilities.
Instrument availability, execution and custody responsibilities depend on the approved mandate and counterparties. See digital asset brokerage and stablecoin conversion for that specialist scope.
Information to prepare
Prepare the client profile, investment or transaction purpose, instruments and markets of interest, expected activity and existing custody arrangements.
Next steps and fees
Send an initial enquiry with the service and your objective. Phoenix reviews the proposed scope, eligibility and information requirements before a mandate is agreed. Execution is subject to due diligence, documented responsibilities and the relevant approvals.
Fees are assessed by mandate scope, complexity, due diligence and execution requirements. Review the Fees & Engagement Terms before discussing a proposal.
