Identification and Verification
Individual investors must be at least 18 years old, had their identity successfully verified by WiseAlpha and have completed the client questionnaire.
Family trusts, companies and other organizations will need to contact us at firstname.lastname@example.org or email@example.com for identity verification purposes in order to become investors.
Account and Investment Minimums
Investors must also invest a minimum of £100 in any single WiseAlpha Fractional Bond. This means that an investment of £1,000 would allow an investor to diversify across as many as 10 different Fractional Bonds.
Different Account Types
WiseAlpha offers a variety of account types to meet your investing needs. We offer individual accounts, SIPP accounts, Trust accounts, and Corporate accounts. Details
Flexible Investing Styles
The WiseAlpha platform allows clients to choose their own investing style. Investors can actively manage their investments and browse the Fractional Bonds listed on our platform and place orders manually.
Large corporate account holders (subject to professional client categorisation and a minimum investment size) may seek our assistance in building a bespoke portfolio of investments and we can advise them accordingly.
Clients wishing to sell their investments prior to their maturity dates can do so by creating a sell order on the Market page or relevant product page. Liquidity on our secondary market is dependent on there being an available and willing buyer at the market price. Liquidity is not guaranteed however.
WiseAlpha charges a 0.25% discount ("Sale Fee") to the prevailing market price on the amounts sold.