Trust account
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What documents are needed to open a trust account?
To open a trust account with Saxo, please provide us with a clear copy of the following documents:
- Full trust deed, including any deed amendments (Including legal name of trust, registered address, country and date of establishment and purpose of trust)
- Unique tax reference (UTR) for UK trusts
- W-8BEN E form
- VAT number (if applicable)
- NACE code
- CRS status form
If the trustee is a corporate entity, please send the following documents:
- Memorandum and Articles of Association
- Certificate of Incorporation
- Director and shareholder register (POI and POR from at least two directors)
- Authorised signatory list (POI and POR from each authorised signatory)
- NACE code
If the trustee is a regulated entity, please send the following documents:
- Details and registration number with regulator
If you didn’t find what you were after, contact us directly and we’ll be pleased to help.
