Title: New equity rating model
Page Content:

​​​​​On 12th September 2016, Saxo will introduce a simplified equity rating model used to determine the:

  • margin required for trading CFDs and stock options

Margin Categories

The new simplified rating model rates equities into five categories from 1 (low-risk) to 5 (high-risk) stocks.














The margin requirements for CFD indices will be unaffected by this change.

Stock CFDs

For CFD stocks in category 1, you need to maintain only 10% of the market value of the position as collateral, allowing you to leverage up to 10 times. For CFD stocks in categories 4 you must maintain 80% of the position value. For CFD stocks in 5 you need to maintain the full value of the position as margin. ​

Continuous re-rating

In addition to the simplification of the categories, from 12th September we will be monitoring and re-rating equities on a continuous daily basis. This means that we can adjust individual stock ratings based on current market events, moving them into more appropriate risk categories. This continuous risk rating is to protect you against over-leveraging positions in stock which have become more risky.

Current rating shown in the platforms

The current ratings for CFDs and stocks can be seen in the Trading Conditions in the trading platforms.

  • the Standard Margin required for CFD stocks can be seen under
    Account > Trading Conditions
    > CFD Stock/Index Instrument List (grouped under exchanges)

The Margin Requirement for CFD stocks can be found under Account > Trading Conditions > Search for stock or CFD


Saxo Capital Markets (Australia) Limited
Suite 1, Level 14, 9 Castlereagh St
Sydney NSW 2000

Contact Saxo

Select region


The Saxo trading platform has received numerous awards and recognition. For details of these awards and information on awards visit

Saxo Capital Markets (Australia) Limited ABN 32 110 128 286 AFSL 280372 (‘Saxo’ or ‘Saxo Capital Markets’) is a wholly owned subsidiary of Saxo Bank A/S, headquartered in Denmark. Please refer to our General Business Terms, Financial Services Guide, Product Disclosure Statement and Target Market Determination to consider whether acquiring or continuing to hold financial products is suitable for you, prior to opening an account and investing in a financial product.

Trading in financial instruments carries various risks, and is not suitable for all investors. Please seek expert advice, and always ensure that you fully understand these risks before trading. Saxo Capital Markets does not provide ‘personal’ financial product advice, any information available on this website is ‘general’ in nature and for informational purposes only. Saxo Capital Markets does not take into account an individual’s needs, objectives or financial situation. The Target Market Determination should assist you in determining whether any of the products or services we offer are likely to be consistent with your objectives, financial situation and needs.

Apple, iPad and iPhone are trademarks of Apple Inc., registered in the US and other countries. AppStore is a service mark of Apple Inc.

The information or the products and services referred to on this website may be accessed worldwide, however is only intended for distribution to and use by recipients located in countries where such use does not constitute a violation of applicable legislation or regulations. Products and Services offered on this website is not intended for residents of the United States and Japan.

Please click here to view our full disclaimer.