Select an account type and complete the applicable applicant pages.
Individual
Joint account
Proposed ownership shares
Describe the registration *
Household controls a publicly listed company? * Select...NoYes
Company name and relationship
For a joint application, complete both applicant sections and both investment profiles. Dates may be entered as YYYY-MM-DD. Save the completed file before sending it.
Required fields in the HTML form are marked with *.
Title Select...MrMrsMsDrProf
Given name *
Middle name
Family name *
Date of birth * (YYYY-MM-DD)
Citizenship *
Country of residence *
Email address *
Mobile telephone *
Home telephone
Other telephone
Fax
Residential street address *
City / town *
State / province
Postal code
Address country *
Mailing address, if different
Employment status * Select...EmployedSelf-employedRetiredStudentNot employed
Occupation / role
Employer / business name
Business activity
Business street address
Business city / town
Business state / province
Business country
Business postal code
Business telephone
Years with employer / business
Marital status Select...SingleMarriedSeparatedDivorcedWidowed
Number of dependants
Given name
Family name
Date of birth (YYYY-MM-DD)
Citizenship
Country of residence
Email address
Mobile telephone
Residential street address
City / town
Address country
Employment status Select...EmployedSelf-employedRetiredStudentNot employed
Overall investment knowledge Select...LimitedModerateGoodExtensive
Ordinary shares Select...NoneLimitedModerateExtensive
Preference shares Select...NoneLimitedModerateExtensive
Fixed-income securities Select...NoneLimitedModerateExtensive
Cash / money-market instruments Select...NoneLimitedModerateExtensive
New security offerings Select...NoneLimitedModerateExtensive
Investment funds Select...NoneLimitedModerateExtensive
Options contracts Select...NoneLimitedModerateExtensive
Commodity / futures contracts Select...NoneLimitedModerateExtensive
Early-stage investments Select...NoneLimitedModerateExtensive
Equities - years
Bonds - years
Foreign exchange - years
Commodities / futures - years
Derivatives - years
Primary investment objective Select...Capital preservationIncomeBalanced growth and incomeLong-term capital growthSpeculation / high growth
Investment time horizon Select...Under 3 years3-5 years5-10 yearsOver 10 years
Other trading authority? Select...NoYes
Proposed authorised person
Separate authorisation documents and firm approval may be required.
I confirm the information supplied is accurate and complete to the best of my knowledge I understand investments can lose value, including the amount originally invested I understand acceptance is subject to review; terms, charges and documents must be agreed separately
Primary applicant - full name *
Date * (YYYY-MM-DD)
Joint applicant - full name (if joint)
Date (YYYY-MM-DD)
Signature of Primary Account Owner
Signature of Co-Account Owner
