Connectivity
Onboarding
The three steps below set out what onboarding involves. If you are interested, complete the onboarding form and the OptAxe team will be in touch.
1
Initial call
A short video call and demo of the platform. We will confirm participation type, access methods, jurisdiction and regulatory status, and share any FIX, REST/WS and STP details.
Owner: OptAxe.
2
Documentation and KYC
Participant agreement, KYC and AML checks. Confirm the counterparties you wish to face and any trader limits.
Owner: OptAxe and participant.
3
Connect, test and go-live
Once testing is complete, users receive log-in details. STP messaging is confirmed and the account is set live.
Owner: OptAxe.
Checklist
What we will ask you for
- Legal entity details, regulatory status and LEI.
- Signed Participant agreement and acceptance of the Rulebook.
- KYC and AML documentation for the entity and authorised signatories.
- EMIR classification (UK and, where relevant, EU).
- Named users, roles and entitlements; firm administrator.
- Counterparties you are documented to face.
- Technical contacts and chosen access methods.
Documents provided to you
Onboarding pack
Participant agreement
MTF Rulebook
Fee schedule