- Help Centre
- FAQ
- Personal trade
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FAQ
- Create a staff attestation
- How do I add another user?
- How do I log a gift?
- How do I know what I’ve been assigned?
- Personal trade
- How do I give another user access to my report?
- Differences between Submit By Date and Due Date for a report.
- Can I take an existing completed report and copy it to a new report?
- How do I set somebody’s permissions on Leo?
- How can I see what permissions each user/group has?
- What do the colours mean in the calendar?
- How do I control what emails I receive?
- What is a module?
- What is a register?
- How do I rename a module?
- How do I rename a register?
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Getting Started
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Account Settings
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Organising your team
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Features
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Leo's Privacy and your Data Security
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Leo's Solutions
How do I make a PA dealing request?
Follow these steps to request to make a personal trade:
- From your Home screen, on the left menu click on the PA Dealing icon (the one that looks like a wallet)
- Click on the green NEW REQUEST button and complete the fields
- Many requests are approved (if on the firm’s Whitelist) or denied (if on the firm’s Blacklist) automatically
- However, your request might need to be approved by a Compliance Officer. If so, you will receive an update after you have submitted your request.
You can find out more about making a PA Dealing request here.