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Creating an account

 
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You can create a PrimaryBid account through a quick and simple registration process via the PrimaryBid website or the mobile app. We will perform a simple Customer Due Diligence check and ask for some additional information before you can begin participating in a PrimaryBid offering. Here is the information we ask before you can complete the account opening process:

  1. Name
  2. Address
  3. Telephone Number
  4. Date of Birth
  5. Nationality
  6. National Insurance Number
  7. Broker / General Investment Account Number

Customer Due Diligence is a standard process across the financial industry that allows us to verify your identity and ensure that our service fulfils our regulatory obligations to prevent corruption, bribery and money laundering. Sometimes referred to as Know Your Customer (KYC), our process allows us to confirm your personal details before we start doing business with you.

In the event that we cannot verify your identity automatically, you may be asked to provide further information before you can activate your account. In such cases, we aim to manually verify your account within 48 hours and may ask for a copy of your passport and recent proof of your address or another form of identification in order to do this.

To be eligible to create an account you will need to be a UK resident, over 18 years old and have completed our Customer Due Diligence process.
Additionally, in order to subscribe for shares, you must also have a General Investment Account with a broker since PrimaryBid does not provide share dealing services. You will also need to provide us with your National Insurance number.

In order to update your address and contact details, you will need to contact us on 020 3026 4750, where our customer service team will be able to assist.

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