On a regular basis, Saxo Bank will ask you to update and verify your information. When that happens (usually with an email from clientrenewal@saxobank.com) you will get access to a renewal form in our trading platform. This article intend to help you fill some of the sections, we believe, might require some additional clarification.
- Secondary nationality
- If you have a secondary nationality, please fill this section too.
- Type of ID: Is it a passport, driving license or national ID?
- Personal ID: Passport, driving license or national ID number.
- Secondary Tax Residence
- If you are tax liable in a country different than your country of residence, please fill this section too.
- TIN: tax identification number
- Employment details - Occupation details
- Select at least one employment or occupation type you had in the last 12 months
- Annual income
- Primary income after tax: salary, pension, unemployment compensation, student grant, ...
- Secondary income after tax (if applicable): Dividends, royalties
- Sources of wealth
- Value of cash and securities: Approximate value of all savings and investments excluding properties
- Intended to deposit with Saxo: In addition to your current holdings
If you do have questions regarding this process, please don’t hesitate to contact clientrenewal@saxobank.com.