Corporate Account at SwissBorg

Mel
Mel
  • Updated

SwissBorg provides specialized corporate accounts designed for companies requiring dedicated wealth management. These accounts require a separate phone number and a minimum initial deposit of EUR 100,000 (or equivalent).

How to Apply

The first step is to submit your initial application here: Apply for a SwissBorg Corporate Account

Once received, our KYC (Know Your Customer) specialists will review your application. A Relationship Manager will then contact you to guide you through the specific documentation required, which includes:

Company Identity & Address

  • Memorandum and Articles of Association.

  • Certificate of Incorporation/Good Standing.

  • Proof of the company's physical location.

Authority & Ownership

  • Identification and proof of residency for Ultimate Beneficial Owners (UBOs) with >25% holding.

  • A list of Directors or Authorized individuals.

  • Board resolutions granting account access or intent to open the account.

Financial Verification

  • Proof of wealth of the company (e.g., bank statements from the last 90 days or audited financials).

  • Proof of residency for the authorized Account Administrator.


Need Assistance?

If you have questions or require help with the corporate onboarding questionnaire, please contact us at: corporate@swissborg.com 

 

 

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