Opening an account
Investment Option
Solutions
3 types of accounts
To open a private account with our partner bank or a sub-managed account, you must send us the following information and documents according to your choice which best corresponds to your investor profile.
ACCOUNT
SELF TRADING
Open an account YOURSELF and trade yourself with our recommendations
Self-Trading Account Procedure:
- Send the duly signed subscription request.
- Signing of the management agreement.
- Receive a direct link so that you can access the account opening process online
- The documents will be requested by the bank.
Ideal for experienced traders.
Possibility of training on derivative products on futures.
ACCOUNT
PROXY
Opening of an account by NOS SOINS with power of attorney to manage the account.
Power of Attorney Account Procedure:
- Send the duly signed subscription request.
- Signing of the management agreement and power of attorney.
Documents to provide:
- Certified copy of identity document*.
- A copy of a document proving the address (electricity bill, landline telephone bill) not older than 2 months.
- Indicate the beneficial owner of the funds, the source and the purpose.
Minimum deposit: $100K
ACCOUNT
SUB-MANAGEMENT
Opening of an account under discretionary sub-management according to the type of investor profile
Conservative - Balanced - Dynamic
Sub-management Account Procedure:
- Send the duly signed subscription request.
- Signing of the discretionary management agreement.
Documents to provide:
- Copy of an identity document.
- Indicate the beneficial owner of the funds.
You will receive the monthly portfolio statement (gain/loss, dividends, balance, etc.) by email.
Minimum deposit: $150K
ACCOUNT
E-TRADING
Your door opens to the markets.
From € 5,000.00 any person (legal or physical) can open their Trading and or Forex account in our partner bank of the first order in Switzerland for Swiss residents and in England in its branch bank for European residents.
This is your investment account which you can trade online from anywhere thanks to a secure connection
You can also choose to mandate your asset manager who will manage your funds under a discretionary management mandate contract.
Discretionary management consists of managing the client's portfolio. The partner bank analyzes the client's needs and investor profile. The manager operates by giving orders to the client's account without prior consultation or advice with the client. Every 3 months an account statement will be sent to the client. The customer also has internet access to his account via a login and password.
The client can therefore choose his risk level according to his investor profile (either moderate, high, or diversified). As a general rule, we recommend the diversification of a balanced portfolio.
Introducing broker services
Open your account in 4 steps
1. Fill
the form
2. We get in touch with you
3. Send your documents to the bank
4. Deposit funds