You can open a general investment account (GIA) held in the name of a company.

To open the account your client will need to sign the terms and conditions - Platform Terms & Conditions. 

Before you start, the following details will be required during the account opening process.  

• Company registration number
• The company must be registered in the UK
• Company address
• Bank details
• Name, address, date of birth and role of any stakeholders of the company / trust (see more on stakeholders below)
• LEI number

How to create a Corporate Client 

• Go to the Adviser Portal and log in. 
• Via the Clients tab in the top menu bar in the top right-hand corner, navigate to the create tab and select corporate client.

• Complete all mandatory fields with adviser and corporate details. 

• Add all Stakeholders (directors, significant shareholders and partners/principals) to the application and add bank details. Please refer to the Stakeholder rules guide if you are unsure who to add - Stakeholder Rules 

• Add bank details

• Complete the declaration 

• Click Review to double check that all the information is correct and submit the Corporate account.