Premium Corporate Account
Wise Money Israel (WMI) offers fully managed, Premium Corporate investment accounts with Israel's leading brokerage firms.
Premium "Corporate" accounts are currently available for Israeli companies, nonprofits, organizations and partnerships that can initially invest $75,000 USD (or equivalent in another currency) or more, with no limit to the level of funds that can be invested. Corporate accounts will be available for non-Israeli companies, nonprofits, organizations and partnerships in the near future.
The investment account is held with a brokerage custodian that trades on the Tel Aviv Stock Exchange, and is managed by WMI which has limited Power of Attorney to advise, buy and sell securities on behalf of the organization.
The organization will appoint official signatories to officiate in the account and they will have access to its accounts at all times via the brokerage's online trading portal.
|ID Certification Assistance|
|Account wiring Assistance|
|Initial Portfolio Securities Purchasing|
|Detailed Portfolio Reporting (quarterly)|
|Tax Report Preparation|
|Additional funds allocation|
|Ongoing Investment Advising|
|Annual management fees||Based on account balance|