Programs for Small Cap, our simple overview for your success!

“I want to enter a Small-Cap Program for Trading up”

A New Approach to the Programs for Small Cap Trades

Clients for the Small Cap Market need to take a different approach as do brokers with Small Cap Programs. Instead of trying to gain amazing returns with an equally amazing failure rate. Instead look for something that has a high ratio of acceptance, moreover will also provide the client with inflation-beating growth. This is particularly poignant because most in-situ Small Cap Programs don’t work.

The Old Way: Chasing the Team

In the past, clients and brokers would often “chase the team,” primarily, to get their small caps into a Trade Program. For example, without sending their funds anywhere, when it’s a given for this would not be a choice. A privilege reserved instead for UHNWI or Corporations with the minimum liquidity to enter their trade in isolation. Therefore, the old approach, is more often than not unsuccessful, as many files would fail at the intake stage due to compliance issues. Or because the broker and/or the client had both fixated their focus on a particular program. A program that either wasn’t available or perhaps, wasn’t the best option at the time.

The New Way: Focusing on A Trade Program.

Focus: Clients and brokers should be focused on the idea of entering a small cap program, rather than a specific trade program. This is because there are constantly new trade program opportunities being added, as others close. This is where Vital Capital come in! Try the concept of a Placement Service designed to match clients with appropriate programs. A procedure that will automate a review of each clients circumstances and from multiple desks. Then seamlessly suggest and match the best program to suit individual clients’ needs.

Benefits of the New Approach for a Small Cap Program

The new approach of focusing on the small cap trade program has several benefits, including:

• A higher ratio of acceptance
• Appropriate and intelligent Program and Client matching
• Drastically reducing the risk of failure

How to Refer Your Clients

To refer your clients to the Small Cap Program Placement Service, simply complete the Preliminary Enquiry Form; CLICK here. This will allow the Placement Service to review your client’s circumstances and suggest the best program to suit their needs. Alternatively see our other Small Cap Blog for more detail.