Help centre
for Independent Asset Managers
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Suggested articles
- How do I onboard customers to Saxo Bank's platforms after the migration?
- Contact between end-customers and Saxo Bank
- Important changes in the deficit procedure, option trading and margin
- Regulatory compliance: customer due diligence (CDD) reviews
- Get to know the SaxoPartnerConnect platform
- EOD (End-Of-Day) files
Browse all topics
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About Saxo Bank
- Who is Saxo Bank and do they hold a Dutch banking license?
- When will BinckBank become Saxo Bank?
- What is the credit rating of Saxo Bank?
- How will BinckBank’s partnership with Saxo Bank impact me and my end-customers?
- Will BinckBank still operate under a Dutch banking license?
- Will my end-customers' assets still be protected by the Dutch deposit guarantee scheme?
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The migration to Saxo Bank
- Why are my contact details different from my BinckBank accounts?
- What do all of the different IDs or identifiers Saxo uses with my account mean?
- Communication package for your end-customers
- Important steps during the migration
- What happens to my end-customers' accounts?
- How will my end-customers’ positions and orders be transferred?
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After the migration to Saxo Bank
- How do I onboard customers to Saxo Bank's platforms after the migration?
- Contact between end-customers and Saxo Bank
- Important changes in the deficit procedure, option trading and margin
- Regulatory compliance: customer due diligence (CDD) reviews
- Financial Transaction Tax (FTT) per country
- What is the structure of my IAM account? (What are houses/owners?)
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Deposit & withdraw money
- Why can’t I withdraw money for my end clients in SaxoPartnerConnect?
- Why is it not possible to transfer money from a bank account in another name?
- In what circumstances can it take longer than two working days for my end-customer to receive money?
- How long does it take for a money transfer to my Saxo Bank account to be processed?
- How can a new account be registered for withdrawals?
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Migration communication archive
- 2022 11 01 GIRO models – option to postpone rebalancing scheduled for tomorrow – please revert (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 27 10 Reminder - please review your GIRO models before rebalancing on 2 November (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 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 05 Reminder: Migration to Saxo Bank and SaxoPartnerConnect end of October (Email notification from Saxo to migration wave two independent asset managers)