Becoming a Customer
1. Becoming a customer
When becoming a customer you can count on the full support of your Senior Account Manager. He/she will be your sole contact person with the bank and will look after your interests throughout what we trust will be a long and rewarding partnership. 2. Documentation
Before opening an account we provide you with an Account Opening Form to complete and ask you to return it to us along with a certified photocopy of your passport or national identity card showing your photo and signature. If you choose to enter into a special agreement with us, such as a Discretionary Asset Management Agreement, relevant documents need to be completed. The same applies if you would like to have access to our secure website, where you can see the performance of your assets at any time. 3. Opening an account
When the Account Opening Form and other documents have been received and verified by the bank, we open an account for you and give you an account number. We then contact you confirming that the account has been opened and advise you on how to transfer your assets into the account. 4. Developing an investment strategy
We work with you to develop an investment strategy that complements your circumstances and objectives. By the means of a specially designed Risk Questionnaire we make sure all the aspects of your financial needs are looked after, now and in the future. Completing the Risk Questionnaire is compulsory for customers who have a Discretionary Asset Management Agreement with us.
When becoming a customer you can count on the full support of your Senior Account Manager. He/she will be your sole contact person with the bank and will look after your interests throughout what we trust will be a long and rewarding partnership. 2. Documentation
Before opening an account we provide you with an Account Opening Form to complete and ask you to return it to us along with a certified photocopy of your passport or national identity card showing your photo and signature. If you choose to enter into a special agreement with us, such as a Discretionary Asset Management Agreement, relevant documents need to be completed. The same applies if you would like to have access to our secure website, where you can see the performance of your assets at any time. 3. Opening an account
When the Account Opening Form and other documents have been received and verified by the bank, we open an account for you and give you an account number. We then contact you confirming that the account has been opened and advise you on how to transfer your assets into the account. 4. Developing an investment strategy
We work with you to develop an investment strategy that complements your circumstances and objectives. By the means of a specially designed Risk Questionnaire we make sure all the aspects of your financial needs are looked after, now and in the future. Completing the Risk Questionnaire is compulsory for customers who have a Discretionary Asset Management Agreement with us.
Lost credit card?
In case of lost or stolen credit card, please report immediately to tel: +352 355 553 or +1 41 05 81 38 36 and to the local police, and send a written confirmation and a copy of the police report by mail to Kaupthing Bank Luxembourg.
MoreWhat is MiFID?
The purpose of the Markets in Financial Instruments Directive (MiFID) is to introduce a single market and regulatory regime for investment services across the 30 member states of the European Economic Area
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