Our Services

Derivatives

Access derivative markets for hedging, risk management and market participation with a clear understanding of their structure, costs and risks.

Understanding Derivatives

Manage Market Exposure with Derivatives.

Derivatives are financial instruments whose value is linked to an underlying asset such as an equity, index, currency or commodity.

They can be used for purposes such as hedging, risk management and market participation, but they can also involve significant leverage and complexity.

Who It May Be Suitable For

Is This Service Right for You?

Derivatives may be relevant for participants who understand their structure, leverage, margin requirements and associated risks.

01

Experienced Market Participants

Participants who have a reasonable understanding of financial markets and the characteristics of derivative instruments.

02

Hedging & Risk Management Needs

Market participants looking to use derivatives for purposes such as managing or hedging specific market exposures.

03

Participants Comfortable with Leverage & Margin

Participants who understand how leverage, margin requirements and market movements can significantly affect derivative positions.

How TradeVest Helps

A Disciplined Approach to Derivative Markets.

We help clients understand derivative-market processes, requirements and considerations before participating in these markets.

01

Market Access

Access applicable derivative-market transactions through the relevant brokerage and market infrastructure.

02

Process & Support

Understand trading processes, applicable requirements, costs and key considerations before participating in derivative markets.

03

Risk-Aware Approach

Approach derivative-market participation with greater awareness of leverage, margin requirements and potential market movements.

Risks & Considerations

Understanding the Risks.

Derivative transactions can involve substantial risk. Understanding how leverage, margins and market movements affect positions is important before participating.

01

Leverage & Losses

Leverage can amplify both gains and losses, and relatively small market movements can have a significant impact on a position.

02

Margin Requirements

Derivative positions may require margin, and additional funds may be required when market conditions or position values change.

03

Market & Contract Risk

Changes in the underlying asset, expiry, contract terms and market conditions can materially affect the value of a derivative position.

Start a Conversation

Let's Talk About Your Financial Goals.

Whether you're starting your investment journey, planning for the future or looking for a more personalised approach, we're here to understand your requirements.

Start a Conversation