Trust account

Invest your trust fund through our
award-winning platforms.

Create a trust account and benefit from unparalleled market
access, optimised liquidity, state-of-the-art financial
technology and expert service.

Why trade with Saxo?

Global market access

Access over 40,000 instruments, across all asset classes, from a single cross-collateralised account and hold and deposit funds in 18 currencies.

Powerful platforms

Place and manage orders in the blink of an eye with SaxoTraderPRO, our most powerful platform yet, or trade on the move with SaxoTraderGO.

Industry-leading prices

Benefit from market-leading entry prices and get tighter spreads and lower commissions when you upgrade your trading tier.

Expert support

Receive around-the-clock personal service, whenever the markets are open, from a dedicated Saxo specialist.

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

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.

Open a trust account

Open a trust account

Simply fill in our application form and submit your documentation.

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