We are delighted to announce that Trust and Corporate Client accounts are now live on the platform.
You will find the full details and instructions of how to create these accounts on the Söderberg Service Centre Knowledge Base or you can use the following links to take you to our useful training videos and process guides:
- How do I open a Corporate Client? – Söderberg & Partners Wealth Management
- How do I open a Trust client? – Söderberg & Partners Wealth Management
- Stakeholder Rules – Söderberg & Partners Wealth Management
- Terms and Conditions – Söderberg & Partners Wealth Management
Feedback and queries
As always, we are very open to any feedback you may have, and we’re here to answer any questions.
Feel free to email us on servicecentre@soderbergpartners.com or call us on 0117 463 5100.