Managing your account
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Account management
- Legal Entity Identifier (LEI) requirement
- What is my account currency?
- Can I open a sub-account in another currency?
- Customer Knowledge Assessment / Customer Account Review (“CKA/CAR”) and Accredited Investor
- Can I change my account name?
- What are the currency conversion fees for account transfers?
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Your personal information
- How does the ‘Client information update and verification’ process work?
- Why is it important to update your client information?
- How to submit missing information for client documentation update?
- How do I update my phone number, email or residential address?
- When an account needs to be closed
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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?
- When are dividends in extra shares credited to my account?
- What are corporate actions accruals?
- Corporate action stock blocking and stock accruals