Foreign Exchange (FX) Margin

Mason Stevens executes foreign exchange transactions across its sub-custody arrangements (Citibank N.A. New York and Citigroup Pty Limited) for international listed and unlisted securities, fixed income, corporate actions and income flows. FX execution at Mason Stevens is actively managed by our own dealing desk across major and minor currency pairs, with attention to timing, liquidity and aggregation where it benefits clients.

From 1 July 2026, the maximum margin embedded in the FX rate quoted to clients will move from 0.30% to 0.45% to allow for the execution of less liquid currencies such as emerging market currencies, and non-standard order types. This will be charged via the spread on the rate quoted rather than as a separate line item. 

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