CORPORATE CLIENTS

As a corporate investor you’ll get access to all of our company-eligible products and services, tailored to your specific needs. We offer corporate accounts to PLCs, limited and foreign companies; in order to open an account with us, you’ll need to provide:

  • A completed Corporate Account Opening form
  • Memoranda & Articles of Association
  • Certificate of Incorporation
  • Board resolution authorising account opening with Shard Capital
  • Current authorised signature list
  • Latest annual report and accounts
  • Company bank statement dated within three months
  • Full name, address and date of birth for each Director & Beneficial Owner of the company (for AML search purposes)
  • Certified copy of bank statement and passport for each Director
  • Legal Entity Identifier (LEI) number and expiry date

Foreign accounts may require further documentation.

Download an application form



Shard Capital Prime

Open an account with Shard Capital Stockbrokers and you’ll automatically have access to our Prime service. This covers managed, advisory and execution only services across a full range of asset classes and instruments such as global large cap stocks, FX, CFDs, futures, and options. We also have a strong background in small cap stocks, and can provide access to IPOs in AIM and small companies – generally higher risk investments – aiming to help clients navigate these risks.

Wealth Management

For an all-encompassing approach to your wealth and financial planning, look no further. Our wealth managers benefit not only from years of experience, but access to all the other broking and asset management services and professionals within Shard Capital. Add to that our other partnerships across the City, we’re well placed to meet your wider requirements in full whatever stage you’re at with you investment planning.

Managed Services

If you feel you lack the experience or time to manage an investment portfolio, Shard Capital can help. Our full investment management service means we'll devise and execute a strategy to suit your specific objectives and attitude to risk, so you don't have to do the hard work.

SIPP

Shard Capital offers a third Party SIPP. We take responsibility for the investment management and administration of the custody of the investments and cash, while a leading SIPP provider acts as the trustee. As the respective offering of any two SIPP providers can differ significantly, Shard Capital has relationships with a number of established providers so we are able to provide you with a high degree of choice: for example a particular investment may not be eligible for inclusion in one SIPP, but may be eligible in another.

Shard Go

Build a physical share portfolio yourself using our intuitive trading platform, backed up by the expertise of our broking team who are on hand to help. ShardGO allows you to manage your portfolio easily, at any time, on any device from a single account.

Mosaic

A discretionary service providing a readymade investment solution that meets the growing demand for a multi-asset, risk based approach to managing clients’ assets. The Mosaic portfolio is invested in carefully selected third party funds according to five different risk strategies.

AIM Inheritance Portfolio Service

As well as our Corporate Account services, individuals can take advantage of our discretionary AIM inheritance portfolio service, designed to significantly reduce the inheritance tax payable on an estate via Business Relief. It can be constructed within an ISA wrapper and benefits from our strong relationships with our market counterparts and AIM companies.

EIS Portfolio Service

This is also a discretionary service, which provides individual investors the opportunity to benefit from income tax relief. We offer a service which benefits from our expert knowledge in EIS qualifying companies, and helps build you a suitable portfolio.