Account management
- Renew of personal details
- Client information update
- Customer Knowledge Assessment / Customer Account Review (“CKA/CAR”)
- Can I open a sub-account in another currency?
- Do I need to open a new account to invest in a managed portfolio?
- Can I change my account name?
- What is a Power of Attorney?
- Can I change the currency of my account?
- How do I close my account?
- What happens with the account in case of client death ?