Managing your account
-
Account management
- Can I change the currency of my account?
- What is the Appropriateness Test and how can I retake it?
- What is the MiFID Risk Warning?
- How do I create a currency account (sub-account)?
- Can I change my account name?
- What’s the procedure I should undertake in case of relocation?
-
Client Information
- Renewal of personal details
- How do I update my phone number, email or residential address ?
- Retail or Professional? How do I check my classification status?
- How to submit missing information for client documentation update?
- Client information update
- How do I submit documents to Saxo?
-
Pricing and fees
- What is the fee to convert cash into a different currency?
- Am I charged any fees for having an account with Saxo Bank A/S?
- Does Saxo charge fees for their trading platforms?
- Carrying Cost
- Are there interest charges or credits on my account?
- How are custody fees for stocks, ETFs, ETCs and bonds calculated?
-
Corporate actions
- What are "upcoming", "active" and "past" corporate actions?
- Corporate action stock blocking and stock accruals
- What are corporate actions accruals?
- Shareholder (or Proxy) voting
- How do I vote in voluntary corporate actions?
- How to set up instructions to receive dividends as cash or securities?
-
Tax
- How can I claim back taxes on dividends ?
- What are the withholding taxes for dividends?
- Why am I being charged the full tax rate on a share dividend if I am signed up for Relief at Source?
- Does Saxo offer tax relief on bond coupon payments?
- What is Saxo Bank reporting to the Danish tax authorities about my account?