Investor Onboarding Guide
Trading via Vantage Global - Pelican (London & Eastern LLP) Process
Going forward, all onboarding will happen through a secure, direct relationship with Pelican. Clients initiate onboarding by emailing myaccount@pelican.am, confirming they are proceeding on a self-directed basis, and listing their referring partner and chosen strategy. From there, Pelican’s compliance team will guide them through account setup, including KYC, AML, risk profiling, and LPOA execution. The provider remains available to support partners and investors operationally throughout the process.
Process Overview
• Step 1 - Investor emails Pelican to initiate onboarding (template included).
• Step 2 - Pelican responds with compliance steps and required documents, plus the Vantage referral link.
• Step 3 - Investor independently completes Vantage Global broker onboarding (account type requirements included).
• Step 4 - Investor sends trading account details to Pelican for verification and connection.
• Step 5 - Pelican verifies and connects the chosen strategy.
Step 1 - Investor Email to Pelican
The investor must initiate onboarding by emailing myaccount@pelican.am. They should use the template below and fill in the bracketed fields.
Investor Email Template (copy/paste)
Subject: Account Onboarding Request
Dear London & Eastern LLP,
I’m writing to initiate onboarding under London & Eastern LLP. I confirm that I am proceeding at my own discretion on a self-directed basis and would appreciate your guidance on the steps required to open the appropriate account and begin trading.
Referral: [Your Company]
Strategies of Interest: [Strategy Name]
Please send your onboarding instructions. I understand that you are authorised and regulated by the FCA and that I will follow your process for KYC/AML, Risk Mandate, and LPOA.
Thank you,
[Client Name]
Step 2 - Pelican Response and Compliance Process
Pelican will reply directly to the investor with the following items. Pelican does not provide broker setup guidance, as this would be considered arranging investments.
• A link to the Suitability Questionnaire and Risk Mandate.
• Instructions for what must be returned to myaccount@pelican.am for verification.
• The specific Vantage Global referral link to use for account creation.
Pelican’s compliance team will guide the investor through KYC, AML checks, risk profiling, and LPOA execution.
Step 3 - Vantage Global Account Setup (Investor Action)
Using the Vantage referral link provided, the investor independently completes the standard Vantage Global broker onboarding process.
Setting
Required Selection
Account type
STP
Based Currency
USD, GBP, or EUR (subject to meeting the applicable minimum funding requirements)
Once the broker account is approved, the investor can deposit funds into the Vantage account.
Step 4 - Investor Submits Trading Account Details to Pelican
After completing broker onboarding and funding the account, the investor must email the following to myaccount@pelican.am:
• Trading account number
• Broker confirmation or account approval confirmation
Step 5 - Strategy Connection
Upon receipt and verification of the trading account details, Pelican will connect the trading account to the selected strategy and confirm once the strategy is live.
Disclaimer
This document is provided for informational purposes only and does not constitute financial advice, investment advice, a recommendation, or an offer to buy or sell any financial instrument.
The provider is not authorised or regulated by the Financial Conduct Authority (FCA). All onboarding, compliance checks, and strategy connection activities described in this guide are carried out by London & Eastern LLP (Pelican), which is authorised and regulated by the FCA, in accordance with its procedures.
Investors proceed on a self-directed basis and are solely responsible for their decisions, including broker account creation, account funding, and whether to participate in any trading activity.
Trading and the use of leverage involve significant risk, including the risk of loss of capital. Past performance is not a reliable indicator of future results.