Premium Corporate Account

Wise Money Israel (WMI) offers fully managed, Premium Corporate investment accounts with Israel's leading brokerage firms.

Premium Corporate accounts are available for companies, tursts, non-profits, organizations and partnerships that can initially invest $100,000 USD (or equivalent in another currency) or more, with no limit to the level of funds that can be invested and are available for corporations from most nations.

The investment account is held via an Israeli brokerage (Tel Aviv Stock Exchange member firm) and is managed by WMI which has limited Power of Attorney to advise, buy and sell securities on behalf of the corporation.

The corporation 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.

Features
As a premium client, your account would include the following services:

Opening Account
ID Certification Assistance
Account wiring Assistance
Email Support
Currency Conversion
Portfolio Creation
Initial Portfolio Securities Purchasing
Detailed Portfolio Reporting (quarterly)
Tax Report Preparation
Additional funds allocation
Ongoing Investment Advising
Annual management fees Based on account balance

Self-Managed Corporate Account

Wise Money Israel (WMI) offers self-managed, Corporate investment accounts with Israel's leading brokerage firms.

Self-managed corporate accounts are available for companies, non-profits, organizations and partnerships that can initially invest $5,000 USD (or equivalent in another currency) or more, with no limit to the level of funds that can be invested and are available for corporations from most nations. Once a client reaches an account balance of $100,000 USD (or equivalent) their account can become a Premium managed account.

The investment account is held via an Israeli brokerage (Tel Aviv Stock Exchange member firm), however WMI is not a party on your account, and therefore does not charge ongoing fees to your account besides the initial account fee. This is suitable for clients without Israeli investing experience, but have less than $100,000 to invest initially.

The corporation 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.

Compare Features
  Bronze Silver Gold
Level of Investment $5,000-100,000 $5,000-100,000 $5,000-100,000
Opening Account
ID Certification Assistance
Account wiring Assistance
Email Support
Currency Conversion
Portfolio Creation
Initial Portfolio Securities Purchasing
Detailed Portfolio Reporting (quarterly)
Password renewal
Tax Report Preparation
WMI One-time Fee $125 $295 $365
Brokerage Fees View View View
Brokerage fees:

Account handling fee: $5 USD per month
Transaction commission: 0.1% of the amount transacted
Mutual fund purchases and sales are exempt from transaction commissions
Security safekeeping fee: 0.19% per year* (of the amount in the account)
*discount available for locals

  Bronze Silver Gold
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