Open an Account
Setting up an Account
Going through the process of opening a trading account is
pretty straightforward. We need to collate some basic
information about you to satisfy FSA regulation, this will
include your financial status, your risk assessment and your
objectives. We would only need a basic account form filled
in, signed and returned to us. We do the necessary
background checks. Gone are the days of sending copies of
passport and bank statements, we can quickly establish your
investment profile and get your trading account opened.
Every investor is unique and every investment is tailor
made to fit the established profile. We are well aware that
your profile will change over time. We will regularly check
your profile and make adjustments, if so needed.
Registration
To become a client the first step would be to fill in the
online account form. All personal information which you
supply us is treated in total confidence, in accordance with
data protection principles.
Our data protection number is Z103245
Profile
After receiving your account form, we then carry out a
review of your investment objectives and appetite for risk,
including sectors of the market that interest you and your
preferred transaction size and frequency. Depending on your
experience and financial background, you might not be
eligible to some of the more sophisticated investment
products what we offer. After the compliance department has
vetted your application form, your account will be active
and you can commence trading.
We are Happy to Help
Should you need any assistance in completing the online form
or should you have any questions please contact us on 0207
100 3544 or follow this link to
request a call from one of our advisors.
Existing clients of Sapphire securities enjoy the
following services:
- Free research and advice on Companies listed on The
London Stock Exchange and the Alternative Investment
Market.
- Free advice and updates on your portfolio with
access to your own Stockbroker.
- Free help and advice in planning your investment
strategy.
- Free monthly stock market updates.
You can open an account by completing the downloadable
Adobe PDF. document below and posting them to us.
Account
Opening Form.PDF
If you have any problem downloading the above form or do
not have Adobe Acrobat Reader, please
click here to download a free copy of Adobe Acrobat
Reader. |
