Vertex Capital Group, a trading name of Vinco Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FRN: 770606) and so have very stringent processes to follow when on-boarding our clients.
Below are the forms involved in the on-boarding process to become a client of VCG's. Please contact your relationship manager directly if you need assistance completing the forms.
Once the documents are completed please either scan back to firstname.lastname@example.org or post to us at Vertex Capital Group, 150-152 Fenchurch Street, London, EC3M 6BB
KNOW YOUR CLIENT (KYC)
This particular form is for our own internal compliance needs to ensure our clients are suitable for the investments we are presenting. All information you provide us with in any of our documentation remains completely secure and will not be shared with any third-party without exception.
PRIME BROKER REGISTRATION
Saxo Capital Markets UK Limited is authorised and regulated by the Financial Conduct Authority and a subsidiary of Saxo Bank A/S, the online trading and investment specialist. Saxo Capital Markets has operated in the UK market since 2006, initially as a branch of Saxo Bank A/S before later becoming the established subsidiary it is today.
With Saxo, we facilitate trading and investing for our private and institutional clients, providing access to global markets and a broad range of asset classes and tradable instruments. All unified on the robust and intuitive trading platforms, incorporating everything from personalised watch lists to tailored charts, news filters and risk management tools.
Since entering the market, we believe Saxo has proceeded to become one of the most trusted names in online trading and investing. Dedicated to a higher level of service, a broader offering, better technology and competitive pricing, they continue to provide everything you have come to expect from an online trading house – and more.
TERMS OF BUSINESS
This particular form is for our own internal compliance needs to ensure our clients agree to our terms of business.