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ETF Corporate Accounts across 32 countries

Can your company benefit from custom ETF portfolios?

Custom ETF Portfolios with pricing based on AUM.

Configuration options

Asset allocation models and underlying assets (including money market ETFs).
Execution services in GBP, EUR and USD.
Pricing based on AUM.

Optional services

Custody & Deposit.
Reporting via Whitelabel App.
Portfolio design for Liability driven Treasury Management.

Example purposes

Investment Management for Multi Family Offices.
Liability driven Treasury management for small and medium businesses.
Portfolio execution for IFAs and other Professional Customers.

Corporate application

To get started with a corporate account we'll need to know the following: Company details; Company Addresses; Authorised person; Director(s); and Shareholders controlling 20%+ of the company (if any). Proof of address and identity will need to be provided for each listed person.

Company Details 1 of 5

Incorporation
Tax
Regulation

Company Addresses 2 of 5

Main Company Trading Address
Company Correspondence Address
Company Registered Address

Authorised person 3 of 5

This is the person that will have access to the ETFmatic platform as the authorised company representative

Directors 4 of 5

List any and all Company Directors. Copy details from the authorised person.

Directors List
Director's name Position
Remove

Shareholders 5 of 5

List any and all Shareholders that have a 20%+ participation in the company.

Shareholders List
Shareholders name
Remove

Thanks

We'll process the application as soon as possible and be in touch for files including the following:

  • Company organisational chart
  • Authorised person
    Proof of Identity, Proof of address
  • Directors
    • Proof of Identity, Proof of address
  • Shareholders
    • Proof of Identity, Proof of address

If you have the above documents you can email them to admin@etfmatic.com

OOPS, there was an error processing the form

The system may be down at the moment.

Recovered data:

You can copy the above data and email to admin@etfmatic.com to save re-doing the form if you wish.

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With all investments your capital is at risk and the value of your investments and the income deriving from it can rise as well as fall. Past performance is not a guide to future performance.

This site is provided for information purposes only and is not intended as a recommendation or an offer or solicitation for the purchase or sale of any financial instruments. Robo-advisory is a category established by U.S. companies like Betterment and Wealthfront, it does not imply we provide advice. Ask a Financial Advisor if in doubt. ​Amazon, Amundi, Apple, Barclays, Blackrock, Boost, Deutsche Bank, ETF Securities, First Trust, Google, HSBC, Invesco, Lyxor, SaxoBank, State Steet, Source, UBS, Ubuntu, Vanguard, Windows and Wisdom Tree are trademarks of their respective owners. ETFmatic Ltd is authorised and regulated by the Financial Conduct Authority (No. 657261) and is a limited liability company registered in England and Wales, no. 08856747, with a registered office at . ETFmatic Ltd is registered for VAT with the HMRC with registration number 190 8981 63. The custodian of our clients money is Barclays Bank, while the ETFs are held by Saxo Bank in an account in the name of ETFmatic Global Nominees Ltd. Our services are available in Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Gibraltar, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden and the United Kingdom. Free simulation accounts are available worldwide.