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General Investment Account

How can I view or download my account statements and reports?

You can access detailed account statements, performance reports, and tax summaries at any time through the Client Portal or Trader Workstation (TWS).

Statements include full details of:

Trades and executions

Cash movements and FX conversions

Dividends, interest, and realised gains/losses

Account balances and portfolio valuation

These reports make it easy to track your performance and stay compliant with HMRC tax requirements.

Is there a minimum deposit or balance required to open a GIA?

There is no mandatory minimum deposit or account balance requirement for opening a General Investment Account (GIA) with Mexem.
You can start investing with whatever amount you’re comfortable with.

How do I fund, withdraw, or transfer my GIA?

You can fund your account by bank transfer in GBP, EUR, or other major currencies.
Withdrawals are processed securely to your verified bank account via the Client Portal.

If you already have investments elsewhere, you can also transfer your existing holdings in-specie to Mexem UK without liquidating your assets

What trading platforms can I use?

You can access your GIA through any of Mexem’s connected platforms:

Trader Workstation (TWS) for advanced analytics and order management.

Client Portal for portfolio monitoring and simple trade execution.

Mexem Mobile App for trading and alerts on the go.

All platforms are backed by Interactive Brokers’ infrastructure, ensuring secure and efficient trading under FCA oversight.

How much can I invest in a GIA?

There are no contribution limits on a General Investment Account. You can deposit and invest any amount, at any time.

Unlike an ISA, a GIA doesn’t offer tax exemptions, capital gains and dividends may be subject to UK tax based on your personal circumstances.

What can I invest in with a General Investment Account?

With a MEXEM GIA, you can invest in global shares, ETFs, bonds, and exchange-traded commodities (ETCs) across 150+ markets in 33 countries.

You can also hold and trade in multiple currencies, providing true flexibility for global portfolios.

Are there limits on how much I can invest in my MEXEM General Investment Account (GIA)?

No - The General Investment Account (GIA) has no contribution limit. You can deposit and invest any amount, at any time.

Unlike an ISA, however, any capital gains, dividends, or interest earned in a GIA may be subject to UK tax.

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Whether you have questions about our services, need support, or want to explore partnership opportunities, just reach out.
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Secure & Regulated Trading

Mexem Financial Services UK Ltd is authorised and regulated by the Financial Conduct Authority (FCA), Firm Reference Number 15248800. We act as a non-disclosed introducing broker to Interactive Brokers (UK) Ltd (IBUK), a globally regulated custodian and execution venue. We provide secure access to global markets under UK regulatory protections.
FCA regulated
MEXEM UK is authorised and regulated by the Financial Conduct Authority (FCA), ensuring adherence to strict capital, conduct, and client asset protection rules.
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FSCS protected
Eligible client deposits and investments are protected by the Financial Services Compensation Scheme (FSCS) up to £85,000, providing an additional layer of security in unlikely events.
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Powered by Interactive Brokers
Our robust infrastructure leverages the global strength and advanced security protocols of our partner, Interactive Brokers (IBKR), a world-leading broker.
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Segregated client accounts
Your funds are held in segregated accounts, entirely separate from MEXEM's operational capital, ensuring your money is protected and easily identifiable.
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