IAM News Archieve
- An update to the process of external bank account registration
- 2021 11 08 Update on migration timelines and BinckBank becomes Saxo Bank (Email notification from Binck to all independent asset managers)
- 2021 12 17 Update on migration terms and conditions – new price plans (DBA message from Binck to all independent asset managers)
- 2021 12 22 New EOD files as part of migration to Saxo systems (Email notification from Binck to wave one independent asset managers)
- 2022 01 10 Customer access to SaxoPortfolio - please provide missing customer email address and mobile phone numbers by 21 Jan 2022 (DBA message from Binck to wave one independent asset managers)
- 2022 02 02 Customer access to SaxoPortfolio - please provide missing customer email address and mobile phone numbers by 23 February 2022 (DBA message to wave two independent asset managers)
- 2022 02 14 More information regarding the migration to Saxo Bank (Email notification from Binck to all independent asset managers)
- 2022 04 14 Update on migration and ongoing client due diligence (Email notification from Saxo to all independent asset managers)
- 2022 06 01 Ongoing client due diligence starting soon (Email notification from Saxo to wave one independent asset managers)
- 2022 07 01 Ongoing client due diligence starting soon (Email notification from Saxo to wave two independent asset managers)
- 2022 07 15 Please start validating and updating your end-customers' information (Email notification from Saxo to wave one independent asset managers)
- 2022 07 18 Migration to Saxo Bank and SaxoConnect end of August (Email notification from Saxo to migration wave one independent asset managers)
- 2022 07 29 Please start validating and updating your end-customers' information (Email notification from Saxo to wave two independent asset managers)
- 2022 08 09 Reminder: Migration to Saxo Bank and SaxoConnect end of August (Email notification from Saxo to migration wave one independent asset managers)
- 2022 08 11 Update on timelines for ongoing due diligence and migration (Email notification from Saxo to all independent asset managers)
- 2022 08 16 Your migration Saxo Bank - recap of key dates and a few specific instructions (Email notification from Saxo to wave one independent asset managers)
- 2022 09 05 Information regarding LEI codes for corporate clients (Email notification from Saxo to all independent asset managers)
- 2022 09 07 Process for IAM fee bookings post-migration (Email notification from Saxo to migration wave one independent asset managers)
- 2022 09 21 Migration to Saxo Bank and SaxoConnect end of October (Email notification from Saxo to migration wave two independent asset managers)
- 2022 10 05 Reminder: Migration to Saxo Bank and SaxoConnect end of October (Email notification from Saxo to migration wave two independent asset managers)
- 2022 10 13 Your models have been migrated from GIRO to Model Manager – please review by end October (email notification from Saxo to GIRO users)
- 2022 10 14 Migration: watch this week’s webinar recordings, onboarding procedures from next week and recap of key instructions (Email notification from Saxo to migration wave two independent asset managers)
- 2022 27 10 Reminder - please review your GIRO models before rebalancing on 2 November (email notification from Saxo to GIRO users)
- 2022 10 31 Migration to Saxo Bank – UPDATE (Email notification from Saxo to migration wave two independent asset managers)
- 2022 11 01 GIRO models – option to postpone rebalancing scheduled for tomorrow – please revert (email notification from Saxo to GIRO users)
- Important changes in the deficit procedure, option trading and margin
- 19.09.2023 Which countries are serviced by Saxo?
- 20.03.2024 Checklist of requirements for onboarding new corporate clients
- Recent improvements - SaxoConnect
- 10.08.2023 - Sanctioned payments