Skip to main content
All CollectionsStart with Selma
Investment account opening documents
Investment account opening documents

When opening your Selma investment account, you’ll review and sign 3 key documents.

Laurène Soubrier avatar
Written by Laurène Soubrier
Updated yesterday

1. Selma asset management agreement

This document outlines

  • the responsibilities of Selma as your asset manager,

  • how we manage your investments,

  • the role of Saxo Bank as our partner,

  • the Selma fee structure.

It’s valid until you decide to close your account. If you do, the Selma fee will be charged until the closing date (in latin: pro rata temporis 🤓).

2. Saxo Bank account opening form

This form is for setting up your bank account at Saxo Bank (Switzerland), where you’ll deposit money. Selma will open the bank account for you and buy your investments for you from this account.

While Selma handles investments, you maintain full control over your account. The only deductions are the Selma fees.

3. Information about the services of Selma Finance AG

This brochure gives you an overview of how Selma works, what services you can expect, and the protections in place for you as a client. It also explains the investment risks involved, so you can make informed decisions and feel confident that your portfolio is managed transparently and responsibly.

What's next?

Once you’ve reviewed and signed these documents, you’ll verify your identity in a live video chat with IDnow.

After that, your Selma account will be opened within a few days. Then, you’re all set to deposit money and let Selma take care of your investments. 😎

Did this answer your question?