Please be informed that it is no longer a requirement for the Periodic Payments form to be signed by the end-clients of the asset managers.
Effective immediately, the signed form can be accepted if it is in accordance with the signatory rules of the asset manager organisation. The form should be sent via SaxoPartnerConnect – case management – and create a case to Payment Services.
Our Payments Services team will verify if the form has been signed correctly in accordance with your signatory rules. For that reason, we encourage you to keep yours and your end-clients signatory rules up-to-date with Saxo by sending the updated policy via SaxoPartnerConnect – case management – and create a case to Existing Corporate Clients.