Creating an account

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Creating an account

It is quick and easy to sign up for a PrimaryBid account and you can do it via our app. We will perform some simple onboarding checks and ask for some additional information before you can begin participating in PrimaryBid offers.

When signing up for a PrimaryBid account, we will ask you for the following information:

Name
Address
Telephone Number
Date of Birth
Nationality
National Insurance Number
Broker / General Investment Account Number

Please note that your broker account should be a General Investment Account in your sole name and not an ISA or SIPP account.

Our app is available to download for free from the App Store or Google Play Store from your smartphone or tablet.

Once you have signed up for a PrimaryBid account, we will perform a series of onboarding checks that allow us to verify your identity and ensure that our service fulfils our regulatory obligations to prevent money laundering and other financial crime.

If we cannot verify your identity automatically, you may be asked to provide further information before we can activate your account. In such cases, we aim to verify your account manually within one working day and may ask for evidence of your identity, such as a copy of your passport and/or recent proof of your address, in order to do this.

To be eligible to invest you need to be a UK resident, over 18 years old, and physically present on the UK mainland. Once you have created an account, and before you are able to apply for shares or bonds, we will also need to complete our onboarding checks. Additionally, in order to apply for shares or bonds, you must have a General Investment Account in your sole name with a broker since PrimaryBid does not provide dealing services. You will also need to provide us with your National Insurance number.

Some more complex offers may also require you to answer an additional set of questions. An assessment of appropriateness is used to determine whether you have the necessary experience and knowledge in order to understand the risks involved in relation to such an offer.

You can update your address and phone number in the ‘Personal Details’ section within the PrimaryBid app. If you would like to update your emails address, you will need to send us your updated information here, where our customer service team will be able to assist.

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