CFDs and forex (FX) are complex instruments and come with a high risk of losing money rapidly due to leverage. 62% of retail investor accounts lose money when trading CFDs with this provider. 
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CFDs and forex (FX) are complex instruments and come with a high risk of losing money rapidly due to leverage. 62% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs, FX, or any of our other products work and whether you can afford to take the high risk of losing your money.
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Webinar #4 for Independent Asset Managers

At this webinar, we will show you how to renew your end-clients using the client renewal module in SaxoPartnerConnect. You get a live demo of how to navigate, validate and update end-client information across single and joint accounts as well as for corporate clients.

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Agenda

15:00 - 15:05
Welcome

René Kirkels, Managing Director, Saxo Institutional, Mid-European region

15:05 - 15:35
Training session – how to renew end-clients via the client renewal module in SaxoPartnerConnect 

  • Login to SaxoPartnerConnect
  • Walk-through of the client renewal process and module in SaxoPartnerConnect
  • Demo on how to navigate and renew single and joint accounts as well as corporate end-clients
  • Examples of feedback loops

Anders Stengaard Jensen, Platforms
Akshay K Bharti, CRM & Shared Services, Operations
Lavinia Elena Udrea, Onboarding & KYC, Operations 

15:35 - 16:00
Questions & Answers