CFS Account Types

CFS Management Limited offers two main types of accounts for clients looking to engage in investment and trading activities:

• Investment Accounts: These accounts are designed for investment brokerage services catering to both private and corporate clients. They focus on wealth management and long-term investment strategies.

• Trading Accounts: Tailored for asset managers, investment funds, and single & multi-family offices, these accounts provide execution-only services, investment advisory, and discretionary management options.

Both account types aim to meet the diverse needs of retail, professional, intermediary, and corporate investors, offering a range of financial services including wealth structuring, corporate fundraising, private equity, and legal assistance.

CFS Broker Account Opening Process

Opening an account with CFS Management Limited involves several straightforward steps:

• Select an Account Type: Determine whether you want an investment account or a trading account based on your investment goals and requirements.

• Complete the Application: Fill out the account application form, providing necessary personal information such as your name, address, social security number, and financial details.

• Submit Documentation: Prepare and submit any required documentation, including proof of identity and financial status, to comply with regulatory requirements.

• Fund Your Account: After your application is approved, you will need to fund your account. This can typically be done through an electronic transfer from your bank account.

• Start Trading: Once your account is funded, you can begin trading or investing according to the services provided by CFS.

For assistance, you can contact CFS customer support at +44 20 3633 0323 or via email at corporate@cfsm.co.uk.