Managing your account
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Account management
- Your account has been closed: what to do after access is revoked
- Granting access to your account: Power of Attorney vs creating a joint account
- Legal Entity Identifier (LEI) requirement
- Investment Perspective: what it is and how it affects your trading
- What is commission credit and how can I use it?
- Can I change the currency of my account?
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Your personal information
- Why is it important to update your client information?
- How does the ‘Client information update and verification’ process work?
- Source of Funds (SoF) documentation explained
- Source of Funds (SoF) and Source of Wealth (SoW) documentation requirements for corporate accounts
- Proof of identity (POI) requirements for individuals and joint accounts
- Proof of Residence (POR) document requirements
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Corporate Actions
- Dividends and other corporate actions
- What are 'active' and 'past' corporate actions?
- How to set up instructions to receive dividends as cash or securities?
- Shareholder (or Proxy) voting
- What is a (reverse) stock split?
- How does in-house dividend reinvestment work via Saxo?