Open your account
Create your TOBAM Direct account. You will confirm your email and set your access. Individuals and legal entities both start here.
TOBAM Direct
Invest in TOBAM products.
TOBAM Direct is the direct service of TOBAM, an asset management company. Create an account, complete your KYC, and you can invest.
Three steps. Then you can invest.
The service is built to stay simple.
Let us know you
Know-your-customer covers who you are, the source of the funds, your knowledge of financial products and your tax status.
Subscribe
After validation, you choose a TOBAM product, read its documents, and send a subscription. The position is registered on the account kept for you.
No external account keeper required.
TOBAM Direct manages the account keeping for you.
- TOBAM, the management company You invest in TOBAM products through TOBAM Direct. Prospectus and key information documents are available for each product.
- Once KYC Validated When the KYC file is accepted, you can invest. Until then, the service shows you what is still required.
- Cash Transfer Subscriptions are paid by bank transfer to the account indicated at the time of the order. The transfer reference is what links your payment to that order.
- No investment before KYC Identity and suitability come first. A pending review blocks new orders.
- Products depend on your profile What you can subscribe depends on the outcome of the KYC and on whether you invest as a retail or professional client.
- Documents before you decide Each product page points to its prospectus and, where it applies, its PRIIPs key information document.
What you do on TOBAM Direct
Once the account exists, follow validation and invest.
See your investments
Positions are shown with the product name, the ISIN, the currency and the latest known price.
Subscribe or redeem
Buy when you are authorised to trade. Sell when you hold shares in that product and no order is already pending.
Keep a history
Keep track of your order history.
