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If I already have a Full Holding, what do I need to do to create a new Holding?

To create a new Holding if you already have a Holding, first sign-up for a new Holding using the ‘Free Sign Up’ button at the top of any page on our website. Once you have opened the Holding and been issued a Holding Number, send us a message from your new Holding requesting us to transfer your details on file from your existing verified Holding to this new Holding. We will then advise if any further documents are required to complete the verification of your new Holding.

Note: This only applies for customers with a Full Holding. Customers with a Basic Holding may not have multiple Holdings, but must instead upgrade their Basic Holding to a Full Holding first before creating a second Holding.