I don’t suppose someone in your team would be able to add the Freetrade name somewhere in the contract note?
I work for a firm that needs to comply with SEC regulations, and as such I need to disclose all regulated trades. They sent me the following email about the contract notes:
Along with a link to the actual SEC regulations for contract notes: 17 CFR § 275.204A-1 - Investment adviser codes of ethics. | CFR | US Law | LII / Legal Information Institute
Item 2, i, D states the report must contain at a minimum:
The name of any broker, dealer or bank with which the access person maintains an account in which any securities are held for the access person’s direct or indirect benefit
Surely it wouldn’t be difficult to add the text: Freetrade to the contract note somewhere? I won’t be able to use Freetrade otherwise, and would guess many people who work in finance are in a similar situation to myself.