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Homepage / Disclosures and Policies

Disclosures and Policies

United States

  • Annual Regulatory Disclosures
  • Swap Dealer Disclosures
  • SEC Rule 605 Archived Reports
  • SEC Rule 606 Most Recent Reports
  • SEC Rule 606 Archived Reports
  • SEC Rule 606 Disclosure
  • CF Secured LLC Disclosures
  • Regulation Best Interests Form CRS
  • Notice to Permitted Clients (All Canadian Provinces) CFCO
  • Capital Introduction Group – General Disclosures

Financial Disclosures

  • Daily Segregation Statement
  • Daily Secured 30.7 Statement Disclosure
  • Net Capital Summary
  • Year End Certified Financial Statement Disclosure
  • Month End Segregated Secured 30.7 Statements Disclosure
  • Monthly FOCUS Report

Canada

  • Best Execution Disclosure – Apr 2024
  • Conflicts of Interest Statement

United Kingdom

Disclosures

  • Standard Terms of Business
  • Assisted Reporting Terms
  • Electronic Access and Trading Terms
  • CFE MIFIDPRU 8 Disclosures
  • Cantor Fitzgerald Europe (CFE) Legal & Regulatory Disclosures
  • Risk Management
  • CFE Modern Slavery Act Statement

Policies

  • Best Execution Policy
  • Conflicts of Interest Policy
  • Conflicts of Interest Policy
  • Remuneration Policy
  • Cyber Security Policy
  • Data Protection Policy
  • Compliance Policy

Ireland

For more information on Cantor Fitzgerald Ireland, please visit www.cantorfitzgerald.ie

Japan

For more information on Cantor Fitzgerald Japan, please visit Japan Page ( 日本 )

Environmental, Social, and Governance (ESG)

US

  • Conflicts of Interest Policy
  • Risk Management Policy
  • Compliance Policy
  • Cyber Security Policy

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