How to Become a Client
Your Gateway to Secure and Seamless Precious Metal Investments
Embark on a journey of financial resilience and wealth preservation with SMA. Becoming a valued client is a straightforward and secure process designed to ensure your peace of mind throughout your investment journey.
Request the New Client Form
To initiate your journey with SMA, simply send us an email at info@stockbridgemgmt.co.uk to request the New Client Form. Our team will promptly provide you with the necessary documentation to get started.
Complete the New Client Form
Once you've received the New Client Form, fill it out with the required details. This includes providing your account username and password, which you'll use to access our secure client account portal.
Submit Personal Information Documentation
In addition to the New Client Form, we request specific personal information documentation to ensure the security and authenticity of your account. This includes a copy of your passport or driver's license and proof of residence, such as a utility bill containing your name and physical residential address.
Email Your Documentation
Email the completed New Client Form and the requested personal information documentation to info@stockbridgemgmt.co.uk Our team will review your submission promptly.
Account Approval and Activation
Once your documentation is reviewed and approved, your account is immediately activated. You will receive confirmation, and you can start your precious metal investment journey without delay.
Security and Confidentiality
Rest easy knowing that your financial and personal documentation is stored securely in our client account portal. We prioritize the confidentiality and protection of your information.
Efficiency in Onboarding
Our streamlined onboarding process ensures that your account is approved promptly, allowing you to start investing and managing your portfolio without unnecessary delays.
Dedicated Support
Should you have any questions or need assistance during the onboarding process, our dedicated support team is here to guide you. Your satisfaction is our priority.
Ready to take the first step? Email us at info@stockbridgemgmt.co.uk to request your New Client Form and embark on a journey of secure and rewarding precious metal investments.