Corporate Clients
As a corporate investor you’ll get access to all of our company-eligible products and services, tailored to your specific needs. We offer corporate accounts to PLCs, limited and foreign companies; in order to open an account with us, you’ll need to provide:
- A completed Corporate Account Opening form
- Memoranda & Articles of Association
- Certificate of Incorporation
- Board resolution authorising account opening with Shard Capital
- Current authorised signature list
- Latest annual report and accounts
- Company bank statement dated within three months
- Full name, address and date of birth for each Director & Beneficial Owner of the company (for AML search purposes)
- Certified copy of bank statement and passport for each Director
- Legal Entity Identifier (LEI) number and expiry date
Foreign accounts may require further documentation.
Download an application form
Wealth Management
For an all-encompassing approach to your wealth and financial planning, look no further. Our wealth managers benefit not only from years of experience, but access to all the other broking and asset management services and professionals within Shard Capital. Add to that our other partnerships across the City, we’re well placed to meet your wider requirements in full whatever stage you’re at with you investment planning.
SIPP
Shard Capital offers a third Party SIPP. We take responsibility for the investment management and administration of the custody of the investments and cash, while a leading SIPP provider acts as the trustee. As the respective offering of any two SIPP providers can differ significantly, Shard Capital has relationships with a number of established providers so we are able to provide you with a high degree of choice: for example a particular investment may not be eligible for inclusion in one SIPP, but may be eligible in another.
Shard Go
Build a physical share portfolio yourself using our intuitive trading platform, backed up by the expertise of our broking team who are on hand to help. ShardGO allows you to manage your portfolio easily, at any time, on any device from a single account.
