If your current leverage is equal to, or above, your Strategy Manager’s leverage, your account will continue to operate normally.

If your leverage is at least 50% of your Strategy manager’s, you can continue operating in Safe Mode – meaning that your investments will be reduced by approximately half as much as those of your Manager.

If your leverage is less than 50% of your Strategy Manager’s, your account will be closed. You will have the option to re-take the Assessment test once you have built up your knowledge to a level sufficient to follow accounts of that size in the future.

If your investment account was put on pause due to a pending completion of the Appropriateness Assessment, you will need to activate it manually.