Client Services
Overview
Opening an account with Solerus is a structured process designed to protect clients and ensure portfolios are suitable. We keep it straightforward, explain what is required, and guide you from the first discussion through to implementation.
Step-by-step
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1. Introductory discussion
We confirm what you need, including objectives, time horizon, liquidity needs, and any constraints or preferences.
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2. Information and documentation
We collect the information required to complete onboarding and suitability checks. This typically includes identity and address verification, tax residency details, and source of funds information where required.
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3. Account setup
Accounts are opened with the relevant providers. We confirm the service scope, reporting setup, and access arrangements.
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4. Funding and implementation
Once accounts are funded, we implement the agreed portfolio and confirm that reporting reflects the structure correctly.
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5. Ongoing review
We agree a consistent review process, including meeting cadence, reporting frequency, and how changes are handled when circumstances evolve.
What you will need
Proof of identity and proof of address
Tax residency details, where applicable
Source of funds information, where required
Basic employment or business information
Timing
Timing depends on how quickly documents are provided and on the requirements of third-party providers. We will confirm the next step at each stage and keep you updated until setup is complete.