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The holding structure, bank accounts and investment accounts an investor needs, planned in order.
A private or corporate investor usually holds assets through a company or a foundation, banks it, and opens investment accounts with licensed brokers, exchanges and fund platforms.
We plan the structure, the accounts and the ongoing administration together, in the order the providers expect.
An investment business usually needs these four, in this order. Each links to its own page.
The countries for this service are being confirmed. Tell us the jurisdiction you have in mind and we will tell you what applies.
Still have a question?
Talk to usIt depends on the jurisdiction, the provider and the documents involved. We give you an estimate for the investment set-up after the consultation.
Costs depend on the jurisdiction and on the services you choose. We set them out for the investment set-up after the consultation, before any work starts.
Some steps can be completed remotely and others need you in person. We tell you which applies to your case before you start.
Yes. If you already have a company or a licence, we start from what you have and plan the remaining steps.