Updated: 09-10-2024 - 12:00PM 4 4 CLOSED
Adobe Reader is required to view and complete these forms.
Do not use your mobile phone or tablet.
Click here to download a free version of Adobe Reader.
Here are two Job Aids to open the forms in Edge and Chrome:
For the principal holder and each joint holder (if any) as well as any person(s) identified as giving instructions on the account if different from the holder(s) the following is required:
Primary and all joint account holders (if any) as well as any person(s) identified as giving instructions on the account if different from the holder(s) must complete and sign the following forms:
In addition to the above, the following is also required to open a local trading account:
In addition to the above, the following is also required to open a foreign trading account:
Disclaimer: Additional documents may also be required
Adobe Reader is required to view and complete these forms.
Do not use your mobile phone or tablet.
Click here to download a free version of Adobe Reader.
Here are two Job Aids to open the forms in Edge and Chrome:
For Corporations the following is required:
For Corporations the following forms must be completed and signed by the relevant account opening authorities:
In addition to the above, the following is also required to open a local trading account:
In addition to the above, the following is also required to open a foreign trading account:
Disclaimer: Additional documents may also be required
All Sales Charges are quoted in TT Dollars and subject to change at any time:
Local Equity – Self-Directed Trades via TTSE Online Platform
Transaction Amount (TTD) | Commission Rate (TTD) |
---|---|
All | 0.75% per trade |
Local Equity – Guided Trades
Transaction Amount (TTD) | Commission Rate (TTD) |
---|---|
Minimum Charge | $175.00 per trade |
$0 to $50,000 | 1.50% per trade |
$50,001 to $100,000 | 1.25% per trade |
$100,001 and over | 1.00% per trade |
All Sales Charges are quoted in US Dollars and subject to change at any time:
US Equity – Self-Directed Trades via Netx Investor
Listed equities and Exchange Traded Funds (EFTs)
Transaction Amount (USD) | Commission Rate (USD) |
---|---|
$0 to $4,999 | $30.00 per trade |
$5,000 to $19,999 | $75.00 per trade |
$20,000 and over | $100.00 per trade |
US Equity – Guided Trades
Listed equities and Exchange Traded Funds (EFTs)
Transaction Amount (USD) | Commission Rate (USD) |
---|---|
$0 to $99,999 | $30.00 + 0.75% per trade |
> $100,000 | $30.00 + 0.50% per trade |
Non-US Equity
Other international equities, for example those purchased or sold on the London or the Toronto Stock Exchanges, will incur additional charges. Kindly contact your relationship manager for further details.
Platform | Commission Rate (USD) |
---|---|
Self-Directed Trades via Netx Investor | $30 per trade plus $1.50 per contract |
Guided Trades | $30 per trade plus $2.50 per contract |
Annual Account Maintenance Fee
Client Holdings (USD) | Annual Flat Fee (USD) |
---|---|
Less than $10,000 | $40.00 |
$10,001 to $100,000 | $60.00 |
$100,001 to $500,000 | $100.00 |
$500,001 to $1,000,000 | $150.00 |
$1,000,001 and over | $200.00 |
All WISE brokerage accounts are non-discretionary, which means that the client retains full control over the account and has ultimate responsibility for all trading decisions. Clients can rely on our relationship managers for guidance, if they choose, or make their own investment decisions. Either way, our traders will not execute a transaction without first receiving verbal or written authorisation from the client.