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 requirements for retail and joint accounts
- Source of Funds (SoF) and Source of Wealth (SoW) documentation requirements for corporate accounts
- Proof of identity (POI) requirements
- Proof of Residence (POR) document requirements
- How to submit missing information for client documentation update?
- How do I submit documents to Saxo?
- How do I update my contact details, name or residential address?
- When an account needs to be closed