Criteria for Registration

Macro Specialist Designation Program

• You have never been convicted of a felony or any crime punishable by 1 year or more in prison.
• You have not been banned from registering with FINRA or the equivalent regulatory authority in the jurisdiction in which you reside.
• You are not currently suspended by FINRA or another regulatory organization in the jurisdiction in which you reside.
• You agree to submit proof of citizenship and/or residency such as a passport or permanent residency card.
• Your habitual country of residence must be on our approved list. 
• You are at least 18 years of age.
• You are not prohibited from registering for the Macro Specialist Designation program according to the OFAC Regulations in Section 17 of the Candidate Agreement.