All CSB investment accounts are held with our approved banking partner and custodian in Liechtenstein.
The investment accounts are sub accounts in the name of CSB (Underlying beneficial owners ‘UBO’ are noted), the main benefit of this being asset protection in nature. These accounts are tax compliant and require a W‐9 to be provided as well as the UBO’s due diligence being provided.
The cost for a self directed account is 0.60%PA of the value held within the account. Valuations are done each month end according to market rates.
With a CSB investment account you will have access to almost every exchange and can trade stocks, bonds, commodities and currencies.
Investment and Securities accounts are one the same, they both involve a sub account being opened as described above to hold the assets of the UBO.
How are trades conducted?
Instructions are sent from the UBO to CSB.
The requests can be sent via email or fax, but must be signed by the UBO.
The requests are actioned the same day as received with the only notable delay being any time differences between where the UBO is located, the Cook Islands and Liechtenstein.
Contact our team of specialists on firstname.lastname@example.org or use the contact form and live chat options to find out more.
A Capital Security Bank cash account will give you access to 25+ different currencies, fixed deposits and world wide money transfers all under the umbrella of a single account number. Click the link below to find out more.