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 companies, nonprofits, organizations and partnerships from many countries with no limit to the level of funds that can be invested.
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.
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 |