XM
On this page
- Applies to
- Check your contracting company, agreement version and the protections that apply to your account and products. Use the Belize material as a worked example. The legal-documents menu varies by region and interface.
- Before you start
- Gather, where available, the agreement that applies to your account, later transfer or amendment notices, and relevant protection terms. Identify the responsible company before applying any company-specific example.
- What you will learn
- If you can obtain the documents and records, you can assemble an account-specific reference containing the contracting company, applicable terms, a dated regulatory record and written explanations of unresolved questions.
Start with the legal company named in the agreement that applies to your XM account. Compare it with the relevant regulator's own record, then read the terms for each protection. An XM-branded page or an authorisation held by one company does not establish which company is responsible for your account.
The Belize examples below concern XM Global Limited. Whether they apply to you depends on your contracting company and governing documents. They do not establish protections for an account in Thailand or any other country.
Find the documents that apply to your account
Gather your account agreement, any later transfer or amendment notices, and the relevant protection terms. Keep document dates or version numbers where available.
XM's legal documents page says applicable documentation will be clearly marked during registration and should be read before registration is completed. For an existing account, find the agreement that governs it and check whether later notices changed the contracting company or terms. The registration guidance alone does not identify that agreement.
Figure 1. Example of where XM lists agreements and policies. This menu includes an investor compensation document. Use the documents identified for your own account.
Identify the contracting company
Read the agreement's parties clause and any later transfer or amendment notices. Record the exact legal name of the company providing the investment service.
Investigate any different name on a payment receipt or bank statement separately. Do not assume it identifies the investment service provider. If the agreement and a current website footer name different companies, request a written explanation through your account's official support channel.
