I ITR2744 Nov 6, 2008 #2 nothing special, all information is on their website. I (Swiss) opened an advisor account some months ago. You need the usual documents (proof of address, proof of identity etc.) for you and the clients...
nothing special, all information is on their website. I (Swiss) opened an advisor account some months ago. You need the usual documents (proof of address, proof of identity etc.) for you and the clients...
P pbb Nov 6, 2008 #3 IB needs to know if you're suitably regulated, for a professional advisor (charging fees). Not needed if it's only a non-charging f&f account.
IB needs to know if you're suitably regulated, for a professional advisor (charging fees). Not needed if it's only a non-charging f&f account.
