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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IAM partner webinar – September status update

Following the IAM partner conference held in Woerden on 7 June 2023, this webinar was a status update on the topics presented and discussed at the conference.

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Best regards,

Henrik Alsøe, Global Head of Saxo Institutional, Saxo Bank
René Kirkels, Managing Director of Saxo Institutional, Mid Europe, Saxo Bank

Agenda

14:00-14:10
Welcome and introduction
René Kirkels, Managing Director of Saxo Institutional - Mid Europe

14:10- 14:40
Day-to-day service
Natalia Dyer, Global Head of Saxo Institutional Service
Khalid Al-Gharawi, Team lead Institutional Service - Mid Europe
Deepak Gupta, Global Head of Security Service

Review of improved service infrastructure, phone lines and waiting times as well as dedicated institutional account managers.

Status of dedicated operations team including SLAs, case management processes, quality of responses to clients.

Discussion.

14:40- 15:00
Status update on SaxoPartnerConnect
Anders Stengaard, Director, Partner Platforms

Recap of delivered enhancements and status and timeline for pending improvements.

15:00- 15:30
Onboarding, ODD and renewal
Stig Tørnæs, Global Co-head of Operations

ODD and renewal

Discuss how recent changes in communication are working and how we plan to further improve on response time and account restrictions. Provide an update on changes regarding joint accounts, LEI codes and product restrictions. Further, discuss what ODD business-as-usual will look like. 

Onboarding  

Discuss people and quality – what have Saxo done and discussion on what is your experience. Are we heading in right direction, or not. Further, discuss and clarify any issues relating to policies and procedures (e.g. 3rd party payments, stock transfers, joint accounts to single accounts).  

15:30- 15:50
Key post-migration issues

Withholding tax for US stocks status update 
Karen Lundgreen, Global Institutional Facilitator

15:50 - 16:00
Closure
René Kirkels, Managing Director of Saxo Institutional - Mid Europe