Investing. Done right.
Simpson Capital, LLC has a unique approach to investment management, giving you full control over your capital, and full access whenever you need it.
How does it work?
Automated System
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You will be investing in Derivatives, a classification of financial security. The primary Derivative you'll be dealing with is known as a "Margin FX Contract", a contract/asset which is bought and sold between retail and institutional market participants, and can take two forms: Primary (Long) or Insurance (Short). CFDs (Contract For Difference) will also be utilized on occasion.
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Absolutely! The overwhelming majority of retail traders who actively trade Derivatives lose money. But why? Because they have no idea what they're actually investing in, and no idea how and why the market actually works. We have not seen a single retail trader who actually understands what a CFD or Margin FX Contract really is, how Long and Short contracts really work (or what they really are), or how any other part of the industry really works. It is no wonder so many people lose money; they don't even know the fundamental basics of what they're buying, much less how the market works as a whole.
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Unlike a Managed Fund, where your capital is in the possession of the managing company, your capital is entirely in your control, and you have the freedom to deposit more capital, withdraw capital or profits, and manage orders manually, all from your phone or computer, and all at your own discretion. You are in complete control of your money.
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Simply visit the "Automated Investing" page here and follow the steps one by one. It is laid out in an easy-to-follow structure for your convenience. Refer to the FAQs page if you face any uncertainties during the process, or contact us for assistance.
Below is an explanation of what you'll need to do, if you want to familiarize yourself with the process first:
To begin, you will need to open an account with a brokerage firm. We utilize Pepperstone for our operations and recommend that you do the same. They are a large international brokerage firm, and have a solid reputation in the industry. Using Pepperstone not only ensures a seamless and stress-free experience, but also ensures that your account is running on the same quotes and price data as ours.
Next, you will need to download a platform. If you have a Pepperstone account, you can choose between MT4, MT5 and cTrader. We highly recommend cTrader (it is available on Windows, iOS, and both Apple and Google Play app stores). cTrader is an institutional-grade third-party trading platform, and connects to brokerage firms who have nominated cTrader as a platform for their clients and purchased the appropriate license (including Pepperstone). Essentially, this platform is where you will manage all aspects of your brokerage account, including deposits, withdrawals, and everything order-related. All reputable brokerage firms have their own trading platforms as well, but some third-party platforms are far superior simply because their creators are dedicated platform builders, unlike a brokerage firm whose main focus is obviously on brokerage operations. cTrader is among the most superior for many reasons, and of course, cTrader is compatible with our in-house automation software, along with MT4 and MT5.
Once you have downloaded your preferred platform, you will need to connect to your brokerage account. This is a simple process and takes only a minute or two; just follow the prompts. You'll know everything is connected when you can see your account balance, account number, and all other details on your platform interface
Once these steps have been completed, you will need to go here and either fill out the Investor Application Form, or schedule an Onboarding Call (if you prefer setting everything up in a face-to-face setting). Once completed, we will use your information to set up your account within the Simpson Capital, LLC Client Portal. Once it is active, you will receive an email with a direct link to the portal. Upon first access, you can securely enter your payment method, along with any other data required. Once you exit the portal, you can access it again any time by clicking "Client Portal Login".
Once everything is set-up, and all requirements are met, you will be approved for connection to our Automated System. You can then go to our automation software MetaCopier, register your new account, connect your trading account, and finally, connect to our Automated System. Upon successful completion of all requirements, you’ll receive a confirmation email.
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Billing is carried out weekly by Simpson Capital, LLC, through our trusted payment processor Stripe.
Simpson Capital, LLC charges a flat fee of 30% of Net Profit generated (ie, after your applicable brokerage fees have been factored in and deducted). Unlike with the Manual System, Daily Statement Forwarding is not required, as Simpson Capital, LLC can conveniently monitor your account metrics in real time.
When you first sign into the Client Portal, you will be required to provide a method of payment. Your payment information will be stored securely by Simpson Capital, LLC (we cannot see your payment details), and used for the purposes of performance-based billing.
Every Monday, your total performance fees from the previous week will be billed to your preferred method of payment. You will automatically receive an invoice upon each payment, detailing the charges, relevant trade identification numbers, and all other pertinent information. Invoices are easily accessible from the Client Portal.
An additional service fee of $7.50 USD per month is applicable to the Automated System. This fee is billed directly by MetaCopier, and takes effect after your complimentary account credit has run out (usually 20 units of your home currency, ie, 20€ or $20). Your payment method (provided to MetaCopier during the establishment phase) will be charged accordingly.
Note for clients outside the European Union: Simpson Capital, LLC’s fees are billed in Euros (€), and calculated using the current interbank exchange rate with no markup. If, for example, your Performance Fee charge is $50.00 AUD (Australian Dollars), the charge will be billed in Euros, and the interbank exchange rate in effect at the time will be used to calculate the charge, meaning your Performance Fee payment will still be based on $50.00 AUD* (ie, no markup applied). A small exchange fee may be incurred from your bank, though bank exchange fees are typically very reasonable.
The sign-up fee of 399€ will be automatically exchanged into your home currency by your bank at the time of billing, using the current exchange rate plus any applicable markups.
*Fluctuations in the exchange rate may cause slight variations in the final charge amount. For example, the final Performance Fee charge of $50.00 (not including any bank charges) may increase or decrease marginally from $50.00 to, for instance, $50.36 or $49.63, if the exchange rate moves while the transaction is taking place. This is completely normal, and happens often when paying for an international service.
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It is not mandatory to use Pepperstone, however as mentioned on the "Automated Investing" page, we highly recommend using them. This is simply to ensure that your account runs on the same quotes, spreads, tickers and lot size scaling as us.
Simpson Capital, LLC is not affiliated with Pepperstone, and does not receive financial incentives for referring clients. Our recommendations are in your best interests only. And as we use Pepperstone for our professional accounts, our recommendations are made with full confidence.
If you prefer to select a different broker, you are welcome to. Just ensure that the broker is compatible with either MT4, MT5 or cTrader. But we will reiterate that we highly recommend using Pepperstone and cTrader, as this ensures seamless automated operations due to reliable compatibility.
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While it is not a mandatory requirement, it is highly recommended for the following reasons:
It is simple to use once you become familiar with it, and has many helpful features which other platforms lack.
As we use the cTrader platform on our trading floor, we know it inside-out, meaning we can provide quick assistance to clients who need guidance with platform functionality or help with uncertainties/issues.
cTrader bundles each Commission and Swap charge/credit into the respective trade total, so you don’t get charged individually for Commissions (upon trade opening) and Swaps (on a daily basis) like you do with MetaTrader. Instead, Commissions and Swaps are added up and remain unrealized until your trade closes, at which time your total Commission charges and Swaps (charges or credits) are applied to your trade’s gross return. This means less transactions, and less balance fluctuations.
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Absolutely not. You are free to join us whenever you want, and you are free to depart whenever you want. We don't believe in lock-in contracts or obligatory periods of engagement, and prefer to make everything as simple and stress-free as possible.
If you do decide to depart for any reason, any fees payable will simply be automatically billed to your preferred payment method, meaning no outstanding balances and no inconvenience.
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Certainly! We are happy to guide you through any parts of the set-up phase which may be confusing or difficult, including setting up and connecting your MetaCopier account.
We are also happy to guide you through cTrader, and give you a tour of its features. cTrader can be a bit daunting to new users, and so we will happily help you to navigate this hurdle. After all, we don't want you managing or monitoring trades in a platform you don't fully understand!
Any demonstrations will be facilitated via Google Meet, so you will need to have access to this. To book a call, simply visit the “Automated Investing” page, scroll to the bottom, and click “Book a Call” under “Schedule an Onboarding Call”.
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Absolutely. When Simpson Capital, LLC places orders on the lead account (the account which outputs the order data your account receives), these orders are maintained at a certain size relative to the account balance. Order sizing on client accounts is controlled in the same manner automatically, ensuring that your order sizing is proportional to your account balance at all times, and therefore remains in line with our in-house policies governing order sizing and quantities.
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The only upfront cost involved is a one-time Setup Fee of 399€.
This fee covers any demonstrations, assistance or guidance you may need (such as one-on-one demonstrations of cTrader and its functions, and more), as well as the establishment process which must be followed for each investor.
Manual System
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You will be investing in Derivatives, a classification of financial security. The primary Derivative you'll be dealing with is known as a "Margin FX Contract", a contract/asset which is bought and sold between retail and institutional market participants, and can take two forms: Primary (Long) or Insurance (Short). CFDs (Contract For Difference) will also be utilized on occasion.
-
Absolutely! The overwhelming majority of retail traders who actively trade Derivatives lose money. But why? Because they have no idea what they're actually investing in, and no idea how and why the market actually works. We have not seen a single retail trader who actually understands what a CFD or Margin FX Contract really is, how Long and Short contracts really work (or what they really are), or how any other part of the industry really works. It is no wonder so many people lose money; they don't even know the fundamental basics of what they're buying, much less how the market works as a whole.
-
Unlike a Managed Fund, where your capital is in the possession of the managing company, your capital is entirely in your control. Your brokerage account is accessible only by you, and you have the freedom to deposit more capital, withdraw capital or profits, and manage orders manually, all from your phone or computer, and all at your own discretion. You are in complete control of your money.
-
Simply visit the "Manual Investing" page here and follow the steps one by one. It is laid out in an easy-to-follow structure for your convenience. Refer to the FAQs page if you face any uncertainties during the process, or contact us for assistance.
Below is an explanation of what you'll need to do, if you want to familiarize yourself with the process first:
To begin, you will need to open an account with a brokerage firm. We utilize Pepperstone for our operations and recommend that you do the same. They are a large international brokerage firm, and have a solid reputation in the industry. Using Pepperstone not only ensures a seamless and stress-free experience, but also ensures that your account is running on the same quotes and price data as ours.
Next, you will need to download cTrader (it is available on Windows, iOS, and both Apple and Google Play app stores). cTrader is an institutional-grade third-party trading platform, and connects to brokerage firms who have nominated cTrader as a platform for their clients and purchased the appropriate license (including Pepperstone). Essentially, this platform is where you will manage all aspects of your brokerage account, including deposits, withdrawals, and everything order-related. All reputable brokerage firms have their own trading platforms as well, but some third-party platforms are far superior simply because their creators are dedicated platform builders, unlike a brokerage firm whose main focus is obviously on brokerage operations. cTrader is among the most superior for many reasons.
Once you have downloaded cTrader, you will need to connect to your brokerage account. This is a simple process and takes only a minute or two; just follow the prompts. You'll know everything is connected when you can see your account balance, account number, and all other details on your cTrader interface.
Next, you need to set-up filtered email forwarding (full instructions in FAQs section), allowing your cTrader Daily Statement (sent to you every trading day at the close of the US session) to be automatically sent to Simpson Capital, LLC on a daily basis. This ensures that you are billed accurately and seamlessly, without the need to manually submit activity reports to us. If you want to learn more about this, everything is outlined in detail in our Service Terms and Conditions.
Once these steps have been completed, you will need to fill out the Investor Application Form here. Once this form is filled out, we will use this information to set up your account within the Simpson Capital, LLC Client Portal. Once it is active, you will receive an email with a direct link to the portal. Upon first access, you can securely enter your payment method, along with any other data required. Once you exit the portal, you can access it again any time by clicking "Client Portal Login".
Once everything is set-up, and all requirements are met, you will receive an invite to join our private Order Data Centre, hosted on the WhatsApp platform. We utilize WhatsApp due to its ease of use, security, use of adequate encryption, and reliability. Once you have access to the Order Data Centre, you will automatically receive all order data provided by us, as well as all relevant market information and updates as they come to light.
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Billing is carried out weekly by Simpson Capital, LLC, through our trusted payment processor Stripe.
Simpson Capital, LLC charges a flat fee of 30% of Net Profit generated (ie, after your applicable brokerage fees have been factored in and deducted). The Daily Statements we receive from you via automated forwarding will provide all pertinent data required, allowing accurate and seamless billing. As you will also have the same statements, you are encouraged to cross-reference them against the weekly invoice you will receive from us. To see all data we collect from these Daily Statements, see our Service Terms and Conditions.
When you first sign into the Client Portal, you will be required to provide a method of payment. Your payment information will be stored securely by Simpson Capital, LLC (we cannot see your payment details), and used for the purposes of performance-based billing.
Every Monday, your total performance fees from the previous week will be billed to your preferred method of payment. You will automatically receive an invoice upon each payment, detailing the charges, relevant trade identification numbers, and all other pertinent information. Invoices are easily accessible from the Client Portal.
Note for clients outside the European Union: Fees are billed in Euros (€), and calculated using the current interbank exchange rate with no markup. If, for example, your Performance Fee charge is $50.00 AUD (Australian Dollars), the charge will be billed in Euros, and the interbank exchange rate in effect at the time will be used to calculate the charge, meaning your Performance Fee payment will still be based on $50.00 AUD* (ie, no markup applied). A small exchange fee may be incurred from your bank, though bank exchange fees are typically very reasonable.
The sign-up fee of 399€ will be automatically exchanged into your home currency by your bank at the time of billing, using the current exchange rate plus any applicable markups.
*Fluctuations in the exchange rate may cause slight variations in the final charge amount. For example, the final Performance Fee charge of $50.00 (not including any bank charges) may increase or decrease marginally from $50.00 to, for instance, $50.36 or $49.63, if the exchange rate moves while the transaction is taking place. This is completely normal, and happens often when paying for an international service.
-
It is not mandatory to use Pepperstone, however as mentioned on the "Become an Investor" page, we highly recommend using them. This is simply to ensure that you see the same quotes as we do, therefore reducing the risk of missing orders due to markup variations.
Simpson Capital, LLC is not affiliated with Pepperstone, and does not receive financial incentives for referring clients. Our recommendations are in your best interests only. And as we use Pepperstone for our professional accounts, our recommendations are made with full confidence.
If you prefer to select a different broker, we suggest using another broker which utilizes cTrader.
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While it is not a mandatory requirement, it is highly recommended for the following reasons:
cTrader automatically sends out Daily Statements without the need for any complex configuration (sending Daily Statements is a requirement for using our service, as per the Service Terms and Conditions).
cTrader automatically calculates required margin in both Quote and Home currencies, meaning faster order data entry (you don't have to calculate anything manually) and reduced risk of overexposure.
It is simple to use once you become familiar with it, and has many helpful features which other platforms lack.
As we use the cTrader platform on our trading floor, we know it inside-out, meaning we can provide quick assistance to clients who need guidance with platform functionality or help with uncertainties/issues.
cTrader bundles Commissions and Swaps into the trade total, so you won’t get charged individually for Commissions (upon trade opening) and Swaps (on a daily basis) like you would with MetaTrader. Instead, Commissions and Swaps are added up and remain unrealized until your trade closes, at which time your total Commission charges and Swaps (charges or credits) are applied to your trade’s gross return. This means less transactions, and less balance fluctuations.
-
Absolutely not. You are free to join us whenever you want, and you are free to depart whenever you want. We don't believe in lock-in contracts or obligatory periods of engagement, and prefer to make everything as simple and stress-free as possible.
If you do decide to depart for any reason, any fees payable will simply be automatically billed to your preferred payment method, meaning no outstanding balances and no inconvenience.
-
Certainly! We are happy to guide you through any parts of the set-up phase which may be confusing or difficult, including setting up filtered email forwarding of your Daily Statements, as we understand that these procedures are unfamiliar to many.
We are also happy to guide you through cTrader, and give you a tour of its features. cTrader can be a bit daunting to new users, and so we will happily help you to navigate this hurdle. After all, we don't want you managing trades in a platform you don't fully understand!
Any demonstrations will be facilitated via Zoom, so you will need to have Zoom installed on your PC or device.
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Simpson Capital, LLC reviews Daily Statements as they come in, in order to log all relevant data in client files and maintain accurate records. If, during this process, we notice data which raises concerns, and determine that you are overleveraging or overexposing your capital, we will contact you immediately as a courtesy, and advise you of our findings. We will also make recommendations on a course of action (if action is required) to rectify the situation.
If you follow our recommendations regarding order sizing and quantities (outlined in the Service Terms and Conditions), and correctly utilize our Order Data, you should never be in a position of concern. However, it is possible for clients to make errors when executing orders based on our data. While these occurrences are out of our control, we do our best to identify any issues during statement reviews, and endeavor to contact clients promptly as a courtesy, should any issues be brought to our attention.
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The only upfront cost involved is a one-time Setup Fee of 399€.
This fee covers any demonstrations, assistance or guidance you may need (such as assistance with setting up forwarding for Daily Statements, one-on-one demonstrations of cTrader and its functions, guidance with order data utilization, and more), as well as the establishment process which must be followed for each investor.