Morrison Capital Partners

#000001 · Institutional · [email protected]

Approved
Contact Information

First Name

James

Last Name

Morrison

Phone

+61 400 111 222

Client Type

Institutional

Company Name

Morrison Capital Partners

Location

Country

Australia

Suitability Assessment

Eligible — Wholesale Client Criteria Met

Wholesale Client Criteria

Meets income test (\u2265 $250,000 p.a.) Yes
Meets net assets test (\u2265 $2.5M) Yes
Acknowledges CFD risks Yes

Trading Experience

Experience Level

10+ years

Leverage Understanding

Advanced

Documents3 files

ID Verification

Uploaded 2025-12-01

Approved

Proof of Address

Uploaded 2025-12-01

Approved

Company Registration

Uploaded 2025-12-02

Approved
Compliance NotesAdmin only
74 characters
Document Requests

Company Registration

Requested 2025-12-01

Completed
Activity Log2 events

Application approved

Admin User · 2025-12-05

Verified wholesale client under s761G

Admin User · 2025-12-04

Submitted: 2025-12-01
Client Type: Institutional
Country: Australia
Application ID: 1