ISEC Wealth Management Account Type

ISEC Wealth Management offers a Separately Managed Account (SMA), which is tailored to individual investment goals. The key features of this account type include:

• Actively Managed Investments: Professional management to optimize returns.
• Separate Account Ownership: Clients retain full ownership of their funds, which are not pooled with others.
• Prepaid Payment Card: Provides quick access to funds.
• High Liquidity: Investments are made in highly liquid assets, allowing easy access without withdrawal penalties.
• Portfolio Margin: Available for professional clients or eligible counterparties.
• Online Access: Clients can monitor their investments in real-time through the ISEC account management platform.
• No Upfront Fees: There are no account opening or exit fees; only a success fee is charged when returns are generated.

The minimum initial investment amount is $1,000 USD or EUR for individual clients and $10,000 USD or EUR for corporate clients.

ISEC Wealth Management Broker Account Opening Process

Opening an account with ISEC Wealth Management involves several steps:

• Access the Account Opening Page: Visit the ISEC website and click on the “Open an Account” button.
• Complete the Investment Profile Questionnaire: Assess your financial goals, risk tolerance, and investment preferences.
• Provide Personal Information: Fill out a form on the website or conduct a video call with an ISEC representative.
• Legal Documentation: Complete necessary agreements and contracts outlining the terms of your investment account.
• Identity Verification: Submit a colored copy of identification documents, such as a passport or national ID.
• Source of Funds Verification: Provide documentation to verify the source of your funds, such as bank statements or tax declarations.
• Address Verification: Submit documents like a recent utility bill to confirm your address.

The account opening process is designed to be straightforward, ensuring compliance with regulatory requirements.

For more detailed information about ISEC Wealth Management, you can visit their official website: ISEC Wealth Management.