Portfolio based margin
Take advantage of the portfolio-based margin model with risk netting benefits across product types and positions
Looking to open an Individual, Corporate, Trust or SMSF account?
How to get started
1
Open a Totality account
Open a joint account here, where you will be required to fill out the required information for all account holders.
2
Verify identity
Provide identification documents for each account holder to verify their identity.
3
Fund the account
Deposit funds into the joint account to start trading and investing.
4
Set up preferences
Customise account settings and preferences to suit your trading strategies and goals.
5
Start trading
Begin trading and investing across multiple asset classes and global exchanges while all parties have the ability to manage and oversee the account's activities.
How it works:
How does portfolio-based margin work?
The model creates a link between instruments based on the same underlying asset or “risk factor” (e.g. equity instruments such as Tesla, the S&P500 index or ETFs).
It recognises related underlying risk factors across instrument types and calculates the margin requirement by stressing all the positions in a risk factor and estimating the greatest possible loss on the combined exposure.
What are the risks of the portfolio-based margin model?
Please be aware that the portfolio-based margin model entails certain risks. Enabling it on your account may:
- Offer higher leverage than the standard margin model, meaning losses may be amplified;
- Increase fluctuations of margin utilisation due to market conditions;
- Affect the stop-out method on the account.
Frequently asked questions
Who is eligible for PBM?
PBM is available to wholesale clients who meet Totality's professional client criteria and have portfolios that include multiple instruments or complex strategies.
Start investing together with Totality
