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Forums › Finance and wealth management › Online Share broker; holding shares via a company
andysh

229 posts

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+1 received by user: 16


#305942 15-Jun-2023 13:06
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I am looking to further invest in some shares, which include international indices but via a company instead of personally.

 

 

 

Does anyone know any online share brokers that has this option? I have reached out to a few and all seem to be personal accounts only. 




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Tesla: https://ts.la/andrew897313

 

Sharesies: https://sharesies.com/r/XRGS77 

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wellygary
8810 posts

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  #3090288 15-Jun-2023 13:39
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You'll likely need a full service broker, as I suspect the AML/CFL requirements will be different for company transactions versus  personal ones, 

 

Also they will need a process to ensure that the person operating the account is appropriately authorised and approved by the company , and whether or not they need to cite documentation for each transaction from management or Shareholders 

 

(Yes I am aware you are likely fill all of the above positions,- but they will want to ensure there is no way you can have transactions "disputed" )



mentalinc
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  #3090367 15-Jun-2023 15:23
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Seems like a weird approach, investing in other companies vs investing in your own.

 

If you're trying to minimise tax obligations I guess (company tax rate vs person top tax rate), but sounds like some specific and tailored financial advice would be useful.




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andysh

229 posts

Master Geek
+1 received by user: 16


  #3090481 15-Jun-2023 21:25
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I got my reasons 😊

Figured as much around the AML/KYC rules and that online brokers don't want the complexity. Cheers




Referrals:

 

Tesla: https://ts.la/andrew897313

 

Sharesies: https://sharesies.com/r/XRGS77 

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