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What are the steps for transferring my portfolio?

If you would like to transfer your portfolio, you need to download and send us a signed Asset Transfer Form. MeDirect will liaise directly with your existing broker to arrange the transfer on your behalf.

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We strive to ensure a streamlined account opening process, via a structured and clear set of requirements and personalised assistance during the initial communication stages. If you are interested in opening a corporate account with MeDirect, please complete an Account Opening Information Questionnaire and send it to corporate@medirect.com.mt.

For a comprehensive list of documentation required to open a corporate account please contact us by email at corporate@medirect.com.mt or by phone on (+356) 2557 4444.