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  1. SaxoConnect
  2. Onboarding, Renewal, & Offboarding
  3. Private Onboarding

Private Onboarding

  • Checklist with minimum Private Onboarding Requirements
  • How are account names created?
  • Contact between end-customers and Saxo Bank
  • Customer due diligence (CDD) overview
  • Regulatory compliance: customer due diligence (CDD) reviews
  • Opening an account for Belgian residents
  • Documentation for end-customers
  • Where do we onboard direct clients?
  • Client Onboarding
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