Individual Client
For private individuals seeking advisory services.
Who this onboarding path is for
This path is for private individuals residing in the Netherlands or abroad who are seeking personal financial or mortgage advice. Whether you are looking for guidance on a primary residence, an investment property, or a bridge loan, we guide you through the process in full compliance with Dutch financial regulations and the Wft (Financial Supervision Act).
Documents you may need
- —Valid government-issued identification (passport or ID card)
- —Proof of income (recent payslips or most recent tax return)
- —Bank statements or proof of assets where relevant
- —IBAN and contact details
What happens after you submit
- 1Our team reviews your submission within two business days.
- 2You receive an email with further instructions and, where required, a request for KYC identity verification.
- 3Once verified, a dedicated advisor contacts you to discuss your financial objectives.