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Investments
Opening investment accounts for a company or for yourself, with providers that accept your profile.
- Stocks, crypto and funds
- Company or personal accounts
- Onboarding prepared with you
- Important information
Investment providers review who is opening the account, where they are resident and where the money comes from. We help you prepare that review. We do not give investment advice.
What Investments covers
Stocks
Brokerage and custody accounts for shares, exchange-traded funds and bonds.
- Company or personal accounts
- Onboarding prepared with you
- Providers that accept your profile
Crypto
Accounts with licensed crypto exchanges and custodians.
- Company or personal accounts
- Onboarding prepared with you
- Providers that accept your profile
Funds
Investing through funds, and the accounts that hold them.
- Company or personal accounts
- Onboarding prepared with you
- Providers that accept your profile
Which do you need?
Stocks
- Holds
- Shares, exchange-traded funds and bonds
- Opened with
- A broker or custodian
Crypto
- Holds
- Crypto-assets
- Opened with
- A crypto exchange or custodian
Funds
- Holds
- Units or shares in funds
- Opened with
- A fund platform, broker or fund manager
How it works
- 1ConsultationWe talk through what you need, where you operate and what you already have in place.
- 2PlanYou receive a plan that sets out the steps, the documents and the parties involved, so you can decide how to proceed.
- 3Set-upWe prepare the applications and documents with you and coordinate with the providers involved.
- 4Ongoing supportAfter set-up, we stay available for renewals, changes and questions.
Frequently asked questions
Still have a question?
Talk to usHow long does it take?
It depends on the jurisdiction, the provider and the documents involved. We give you an estimate for your account after the consultation.
What does it cost?
Costs depend on the jurisdiction and on the services you choose. We set them out for your account after the consultation, before any work starts.
Do I need to travel?
Some steps can be completed remotely and others need you in person. We tell you which applies to your case before you start.
Risk and regulatory notice
This page describes how investment accounts are opened. It is not investment advice, and it is not a recommendation to buy or sell any investment.
Investing involves risk. The value of investments can fall as well as rise, and you may get back less than you invest.
Providers are named only with their permission. The regulatory notice for this service is reviewed by our legal adviser before publication.
Used in these set-ups
What comes next
Each service leads to the next: the structure, then the accounts, then the payments and the licence.
Plan your investment account
Talk to us- IncorporationForming a company or foundation, and keeping it in good standing.Talk to us
- BankingBusiness and personal accounts, and accepting payments.Talk to us
- LicensingFinancial licences for regulated activities.Talk to us
- InvestmentsOpening investment accounts for a company or for yourself.Talk to us