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
- Checklist of requirements for onboarding new corporate clients
- Updated operational services
- Updated Partner Periodic funds transfer form
- Saxo's monthly product updates (MPU)
- How to access Dutch Tax Reports for your active end-clients
- New updates on Model Manager
- Guide on how to obtain Ultimate Beneficial Ownership (UBO) Data
- Legal Entity Identifier (LEI) requirement
- How are account names created?
- How do I close an account?
- Financial Transaction Tax (FTT) per country
- What is the structure of my IAM account? (What are houses/owners?)
- How do I create and manage cases, and how long until they’re resolved?
- Instructions for Model Manager in SaxoPartnerConnect
- Differences in the calculation of market value for bonds
- Co-branding Guidelines
- Customer due diligence (CDD) overview
- My Saxo representatives
- Service and contact with Saxo Bank
- Stay informed and receive research and market updates
- Will I still be able to see historical data and access the BinckBank platforms?
- Risk management at Saxo Bank
- Important changes to the Order Execution Policy
- Saxo Bank’s policy and relevant legislative texts for AFM prospectus exempted securities
- What is the deficit procedure at Saxo Bank?
- How does margin lending work?