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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.