The value of your investments can go down as well as up. Losses can exceed deposits on margin products.

The value of your investments can go down as well as up. Losses can exceed deposits on margin products.

Trust Account

To apply for a Trust Account, please follow the account opening process below.

Important Information

Before applying for an account with Saxo, please familiarise yourself with these documents: General Business Terms, Product Rates and Conditions, Commissions, Charges & Margin Schedule, Order Execution Policy and Conflict of Interest Policy. Some of the products available on our platforms are traded on margin and it is possible to incur losses that exceed your deposits. Please ensure that you fully understand the risks before applying for an account.

Trust Account Application

To apply for a Trust Account please download the application form below and return to us at PrivateSalesUK@saxomarkets.com with the required documentation.

Download Application

If you are applying through an Introducing Broker please call +44 (0)20 7151 2100.

Trading US Securities

Before you are able to trade US securities you are required to provide a fully completed “US – Foreign Status of Beneficial Owner Declaration Form (W – 8BEN)”.

Please note that the functionality to trade US securities will be restricted on your platform until the completed form is received by Saxo Capital Markets.

View W-8BEN Forms >

Additional Documentation

Corporate documents

Please provide us with a clear copy of ALL of the following documents:

  • Memorandum & Article of Association
  • Certificate of Incorporation
  • Proof of the company’s business address if different to the company’s registered address (e.g. a company bank statement or utility bill that is less than 3 months old and issued in the company's own name)
  • Latest Financial Statement
  • Group Structure diagram (for entity within a complex group structure only)

Proof of Identity

Please also provide us with clear copies of both of the following for each director and any beneficial owner with a 25% or greater holding in the company:

Proof of ID - Passport - Please include both the photo and signature page and ensure the full document is in view.
Proof of Residency - Utility bill. Documents must be less than 3 months old and clearly display the date, applicant's name and address which must match the address on the application form.

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