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What do your Business Clients need to prepare to onboard on the Shares Pro Platform?
What do your Business Clients need to prepare to onboard on the Shares Pro Platform?

View the list of documents Business Clients need to prepare for onboarding on Shares Pro

Updated this week

*Available in France only

To help your Business Clients successfully onboard on the Shares Pro platform, please ensure they have the following documents and information ready:

  • Legal Entity Identifier (LEI):
    A valid LEI is required. If they don’t already have one, they can apply through the official LEI portal here.

  • Identification Document of the Company Representative:
    One of the following is required:

    • Passport: 1 picture (front).

    • National ID card, residence permit, or driving licence: 2 pictures (front and back).

  • Company’s Bank Statement or Tax Statement:

    • A company bank statement (no older than 3 months), or the latest tax statement.

  • Company Documents:
    The following company documents must be the latest versions:

    • KBIS extract or INPI extract.

    • Declaration of Beneficial Ownership.

    • Articles of Association.

By preparing these items in advance, the onboarding process will go much smoother and without interruptions, allowing you to swiftly set up Client accounts and begin buying equities on their behalf as soon as possible.

In case of any issues, our Support Team is here to help. Please contact us at support-team-pro@shares.io.

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