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  1. SaxoConnect
  2. Onboarding, Renewal, & Offboarding
  3. Policies, Requirements, and Guidelines

Policies, Requirements, and Guidelines

  • Guidelines for Non-Introducing Partners on Client Onboarding
  • Requirements for identity & verification documentation
  • Which countries are serviced by Saxo?
  • Updating company signatory rules
  • Will my end-customers' assets still be protected by the Dutch deposit guarantee scheme?
  • Terms and conditions and Client agreement of Tripatite Services
  • Conflict of Interest Policy
  • Deposit Guarantee Scheme Information Sheet
  • Privacy declaration
  • Where can I read about the general banking conditions?
  • Investment Firm Manual Tripartite Services
  • AIFMD exemption statement
  • Digital Signatures
  • Local KYC support team for NL/BE IAMs
  • W-8BEN FAQ (English)
  • Prohibited Businesses - Industries we do not provide services to
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