• Trust Trading Account

    To apply for a Trust Account, please follow the
    account opening process below.

The value of your investments can go down as well as up.
Losses can exceed deposits on margin products. Please ensure you understand the risks.

Important Information

Before applying, please familiarise yourself with these documents: General Business TermsProduct Rates and Conditions, Commissions, Charges and Margin ScheduleOrder Execution Policy and Conflict of Interest Policy. The products available on our platform are traded on margin and it is possible to incur losses that exceed your initial deposit, please ensure that you fully understand the risks involved before applying for an account.



Trust Account Application Form

To apply for a Trust Account, please click below.


Trading US Securities

Before you are able to trade US securities you are required to provide a fully completed “US – Foreign Status of Beneficial Owner Declaration Form “W – 8BEN”.

Please note that the functionality to trade US securities will be restricted on your platform until the completed form is received by Saxo Capital Markets.



Additional Documentation

Along with the above mentioned forms you need to submit additional documentation.

Corporate documents

Please provide us with a clear copy of ALL of the following:

  • Memorandum & Article of Association
  • Certificate of Incorporation
  • Proof of the company’s business address if different to the company’s registered address (e.g. a company bank statement or utility bill that is less than 3 months old and issued in the company's own name)
  • Latest Financial Statement
  • Group Structure diagram (for entity within a complex group structure only)


Proof of Identity

Please also provide us with clear copies of BOTH of the following for each director and any beneficial owner with a 25% or more holding in the company:

  • Proof of ID - Passport - Please include both the photo and signature page.
  • Proof of Residency - Utility bill. Documents must be less than 3 months old and clearly display the date, applicant's name and address which must match the address on the application form.

Finalise your application

For faster processing, you can scan all the above documents and email them to us.

You can email them to us at PrivateSalesUK@saxomarkets.com.

If you do not have a scanner, you can photograph the pages with a digital camera and attach them to an email to PrivateSalesUK@saxomarkets.com. Alternatively, you can fax the documents to +44 (0)20 7151 2001.

If you are applying through an Introducing Broker, please use: +44 (0)20 7151 2100.

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The value of your investments can go down as well as up.
Losses can exceed deposits on margin products. Please ensure you understand the risks.

Saxo Capital Markets UK Limited is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 551422. Registered address: 26th Floor, 40 Bank Street, Canary Wharf, London E14 5DA. Company number 7413871.

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