CHANGING IB PROCESS FOR MALAYSIA AND INDONESIA CLIENTS

1. CLIENT REQUEST TO CHANGE IB

2. GET THE CLIENT EMAIL, NEW IB CODE AND CHECK THE PARENT TREE.

3. INFORM CLIENT WE DO NOT ALLOW TO CHANGE IB AND INTRODUCE THE CLIENT THE NEW
FEATURE; ASSIGNING IB.

LiveChat Script:

Hello, we don’t allow movement of networks or accounts or changing IB. However, we would
like to introduce you to a new feature that allows you to have more than just one IB. You may
now assign 1 Standard, 1 Cent and 1 ECN account to the IB of your choice.

Step 1: Kindly log in to your Member Area. Select the account you wish to assign to an IB and
click “Manage" then choose "Assign To A New Partner” in the drop-down menu.

Step 2: In the pop-up window, please enter the unique IB referral code of your chosen IB. In
case you only have a referral link, you may get the code from the last part of the link.

STEP 3: Click the button “CHANGE PARTNER FOR THE SELECTED ACCOUNT” to continue.

STEP 4: There will be a confirmation box, if you agree with that statement, you can click “YES, I
AGREE” to complete the operation.

STEP 5: The process is completed! You will get a pop-up message "User Account [Account
number] referral code set to [********]. You have successfully assigned your account to your
chosen IB. All trading activities will be under your new IB.

4. IF CLIENT INSIST TO CHANGE IB

CS check first if client is under MIB/RO network or just a normal IB:

Scenario 1
If client is under MIB / RO network = totally NOT allow movement, advise to use our multi-IB
account function instead. Even if client insist to move, apologize but we do NOT allow this.
LiveChat SCRIPT:
We truly apologize as account movement or changing IB is not allowed. We recommend you to
try our new feature to add a new IB your trading account. You may now assign 1 Standard, 1
Cent and 1 ECN account to the IB of your choice.

Scenario 2:
If client is directly registered under us - if want to move to under MIB or other IBs > can
DIRECTLY APPROVE movement, no need to go through Ridz

LiveChat SCRIPT:
Kindly email to support@aximtrade.com and request to add an IB to your account then make
sure to include below information:
Email Subject: Add an IB to my account
1. Your email address
2. Your new IB referral code or email address
Please ensure to follow the provided email format and content so we can process the request
once we receive your email.
Note: CS may immediately forward the request to RT, no need for Ridz's approval

Scenario 3:
If client is under Senior IB (who is directly registered under us) – CS check how many clients the
upper IB (Senior IB) recruited = if 10 or more clients then forward to Ridz. If Senior IB recruited
just 2-3 = ALLOW movement request from client to his under his preferred IB.

LiveChat SCRIPT:
Kindly email to support@aximtrade.com and request to change IB and make sure to include
below information:
Email Subject: Request to Change IB
1. Your email address
2. The reason of changing IB
3. New IB code/email:
Please ensure to follow the provided email format and content so we can process the request
once we receive your email.

Note: If the agent/IB has more than 10 clients, please request approval from Ridz. If the IB just
has 2-3 clients, may immediately escalate to RT.
Skype request script:
a. If the IB has more than 10 clients:
Email:
New IB:
Concern: Please move the client under IB xxxxxx
@Ridzuan, we need your approval as the client's IB has more than 10 clients. Thank you

b. If the IB has 2-3 clients only:

Email:
New IB:
Concern: Please move the client under IB xxxxxx
As per checking, the IB only has 2-3 clients. Please proceed with the request. Thank you.

Email SCRIPT:
Upon receiving the email request, we may reply with acknowledgement and put it as "IN
PROGRESS" status and send the client the result once we get the update from RT.

Dear [Member Name],

Greetings from AximTrade!

This is to acknowledge that we have received your email request and we will coordinate your
concern with the relevant department.

Once done, we will inform you as soon as possible. Your patience is highly appreciated.

If you need any further assistance, please do not hesitate to contact our Customer Service at
https://www.aximtrade.com/contact-us

Thank you for your support with AximTrade!

Kind regards,
[CS Name]
AximTrade Support Team