Margin Loan

GENERAL

Select “Margin Loan” >> “General"

The General screen provides all essential information about the margin account, including margin packages, fees, and promotional programs. This helps customers easily track their account status and make informed investment decisions.  
Account Information displayed: account number (list of the customer's margin accounts); margin package (the margin package currently in use); liability and excess equity.
Margin Ratio: reflects the level of financial leverage used in the margin account, categorized into three thresholds:  

• Forced sell (<0.25) is displayed in red color: the account is at risk of forced selling.
• Call margin (0.25 - 0.35) is displayed in yellow color: additional funds or securities are required to avoid forced selling.  
• Safety (>0.35) is displayed in green color: the account is in a safe status.  

Increase purchasing power: this section displays the “Deposit” and “Stock Tranfer” functions. Customers can select these options to complete transactions.

Diverse margin products for every investment strategy: introduces suitable margin package to help customers optimize investment costs and increase profits.  
Frequently Asked Questions (FAQs): provides answers to common questions related to margin loans.