How to build and rent [MT4, MT5 foreign exchange platforms] and apply for [overseas supervision] process

The construction of MT5 platform is not perfect. At present, MT4 and MT5 platforms are still the main platforms.

The construction of foreign exchange platform mentioned in this paper refers to a platform with overseas company qualification, legal supervision, MT4 and MT5 software legalization, strong liquidity in entering the international market, and normal cash inflow. Generally speaking, the establishment of foreign exchange platforms requires seven processes:

1： Choose the company name, register the company overseas (Hong Kong, UK, offshore island) and apply for the domain name.

2： Apply for MT4 and MT5 genuine software (can be rented or purchased)

Third, server construction.

4、 Sign a construction agreement with foreign exchange liquidity providers.

Establish a clearing bridge to connect capital flow with MT4 and MT5 software.

6： Professional financial website, the construction of STP foreign exchange trading platform.

7、 Apply for overseas control.

Choose the company name and register the company abroad.

Generally, the company is registered in Hong Kong, the United States, Britain, Australia, New Zealand, offshore islands and other countries, and the policies, taxes and regulations of each place are different, depending on the choice of customers.

Second, MT4 and MT5 OEM applications.

Please provide relevant information of the company, ID card, logo, website domain name, and corporate email. Submit midak application for OEM (generally, it is appropriate for white label customers to choose leasing, and the other party needs to have certain regulations for midak software purchase). The functions of MT4 and MT5 can be realized. The Platform Builder will establish your own brand client, n background management accounts and N groups for you. MT4 and MT5 background with the following functions:

First, create and delete accounts.

2： Pay / pay.

3. Trading points and points (over-the-counter trading)

Fourth, supervise customer transactions.

Fifth, look at the number of people online.

Sixth, check all customer information.

Seventh, docking with the exchange / market.

Eighth: flexible order rejection, order rejection.

Note: the difference between purchasing MT4, MT5 and renting lies in the use permission. It is believed that the vast majority of domestic white label users do not see the admin permissions of MT4 and MT5.

Third, install the server.

For the newly established white standard customer group, you can generally choose to share the server with foreign exchange mobile traders, which can save early-stage costs. If there are a large number of customers, usually more than 3000 servers need to be built, or if there are special program software, customers may need to build servers by themselves. This will lead to certain hosting fees and data maintenance fees, which need to be borne by yourself.

Fourth, connect with liquidity providers.

After the server is set up, it is necessary to start looking for a suitable foreign exchange flow provider and sign a cooperation agreement. At present, international investment banks, hedge funds and large foreign exchange brokerage companies are generally able to provide foreign exchange liquidity in the market. Now most of the companies that can do platform building business are large brokerage companies. The quotation and service of each brokerage company are different. You can choose the right brokerage company according to your own needs. The author recommends looking for mobile suppliers with high brand awareness, strong technical strength and strong R & D strength to cooperate.

Fifth, establish a liquidation bridge.

Due to the existence of MT4 and MT5 clearing bridges, the positions (customer orders) in MT4 and MT5 systems can be directly put into international clearing institutions or clearing pairs. Therefore, MT4 and MT5 platforms themselves are platforms established for market makers to transfer transaction risk exposure. Together with MT4 and MT5 clearing bridges, it will help the operating company become a truly international company. Nowadays, many platform providers have realized the role of MT4 and MT5 platforms and MT4 and MT5 clearing bridges, and avoided uncontrollable risks in the market through risk control means. Some professional platform building institutions directly include the functions of MT4 and MT5 clearing bridges in the MT4 and MT5 white standard scheme provided by them. Users do not need to apply for installation separately, which can exempt the time and capital cost of installation and commissioning of clearing bridges. STP mode appears only in the liquidation bridge.

Foreign exchange finance website construction.

After having a server, access to liquidity and clearing bridges, it is also necessary to develop a foreign exchange wealth management website with strong operational functions to support market data, account opening, deposit, customer management, agency system and other important operational functions. First, the functions of the website:

Basic website, multilingual, market data, account application, online capital transactions, seamless connection between MT4 and MT5, CRM management system, layered agent, instant messaging, etc.

MT4, MT5 seamless butt joint:

Users can log in to the customer system of the website to view the details of the customer's transaction account, including the position of the customer's transaction account, historical transaction records, online deposit and withdrawal, etc.

The foreign currency website CRM management system usually includes:

First, user management: add users, track users, assign users, user list;

Second, transaction account: account list, adding users and account types;

Third, interactive management: account opening application, deposit application, deposit application, commission settlement;

Fourth, customer setting: Commission setting;

Fifth, employee management: position management, employee increase, employee list, employee rebate;

System settings: basic settings, mailbox settings, payment settings, announcement management, password modification, SMS settings, etc.

The specialized foreign exchange website, with relatively complete functions, plays a vital role in the business expansion of the foreign exchange platform. Oppose the initial platform developers to invest their own efforts to develop the system, which is a huge project and requires professionals in the background development of foreign exchange. Usually, platform developers will use off the shelf systems to help them achieve this goal.

Seventh, apply for overseas control.

At present, a major problem faced by platform business customers is supervision. As far as the supervising countries are concerned, the United States, Britain, Australia, New Zealand, Hong Kong, Japan, Belize, Seychelles, Cyprus, Malta and other countries and regions can provide foreign exchange supervision. Countries have stipulated application fees, monthly fees and deposits, which are different. Due to the strict retail control of foreign exchange in the United States, the possibility of application is very small, and Britain and Australia have a high threshold. For early Platform Builder customers, first of all, consider applying for small country supervision, and slowly transition to large supervision. Unless the funds are very strong, don't rush to start.

In addition, there is another type of group (self-supporting group, non publicly announced organization) that does not need to apply for control.