Family and Friends Depot
The Extension of the family depot
Customers with Residence outside the EU have the option of opening an extension of the family account at CapTrader: the Family & Friends account. With this account type, you can not only manage the securities accounts of family members, but also the securities accounts of friends and acquaintances. The Family & Friends master account only requires a user name and password so that you can manage up to 15 sub-accounts.
The Master Account Holder ("HOF" Head Of Family) must be a natural person.
Must not be a registered advisor nor may that person act as an advisor to the public.
A HOF may not charge fees for managing the accounts of other family members and friends.
Important account information
The family account structure differs from professional advisor account structures used by registered investment advisors, investment managers or hedge fund managers. The "Head of Family" (HOF) must be a natural person who does not solicit clients or act as a financial advisor. Master accounts are equipped with an administrative function that allows you to manage up to 15 sub-accounts. However, please note that you cannot receive fees for managing the accounts.
The minimum age for opening a cash account is 18 years, while the minimum age for opening a margin account is 21 years.
Are you interested in a Family & Friends custody account? Choose an appointment now!
Select a time when we can reach you by phone and fill out the form. If you would like to give us a note about your request in advance in the text field below, we can start our conversation well prepared.
We will then send you another e-mail with the confirmed appointment - and then conveniently call you at the agreed time.
Open one now Family & Friends Depot
If you have any questions about the Family & Friends account, please feel free to contact our team to discuss any issues prior to your application.