Vistafolio Account Types

　　Vistafolio offers a variety of account types tailored for eligible and wholesale investors, focusing on managed investment accounts and separately managed accounts. These accounts allow clients to maintain ownership of their assets while benefiting from professional portfolio management. The key account types include:

• 　　Managed Investment Accounts: These accounts provide a unique facility for analyzing, selecting, and managing global stocks in your own account. They are not retail services and are subject to eligibility criteria. Investors have online access to their accounts and can deposit or withdraw funds, with the account remaining in their name and denominated in their preferred currency.

• 　　Institutional Investment Accounts: Specifically designed for institutional investors such as family offices, charities, and community trusts, these accounts provide tailored mandates based on proven investment strategies. They offer potentially higher returns, liquidity, and flexibility in terms of currencies.

• 　　Margin Accounts: Clients can access a broker line of credit at wholesale money market rates, allowing them to borrow against their portfolio. This enables investors to grow their accounts on margin if desired.

　　For more details, visit Vistafolio Managed Accounts and Vistafolio Institutional Investors.

　　

Vistafolio Broker Account Opening Process

　　Opening a broker account with Vistafolio involves a straightforward process designed for high net worth investors and those with prior experience in financial products. Heres how to get started:

• 　　Eligibility Criteria: Before applying, ensure you qualify as an eligible or wholesale investor under the Financial Markets Conduct Act 2013. This is essential regardless of your country of residence.

• 　　Complete the Investor Declaration Form: Download and fill out the investor declaration form available on the Vistafolio website. This form certifies your experience and eligibility.

• 　　Submit Your Application: Email the completed form to care@vistafolio.com. If you qualify, Vistafolio will send you an investment proposal and client agreement containing the necessary registration information within one business day.

• 　　Account Setup: Once approved, you will set up your global brokerage account under a separate agreement with the broker. Vistafolio will have execution-only access to manage your investment strategy.

• 　　Fund Your Account: After your account is set up, you can fund it via electronic transfer from your bank account. Most major currencies and bank accounts worldwide are accepted.

　　For more information, visit Vistafolio Eligible Investors.