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Understand our process in 3 easy steps

Step 1 Complete the account opening forms

By completing this document, you give us and IP the authorization to manage the investment on your behalf. 

Download the application form

Step 2 Compile your FICA

View the list of required FICA documents when opening an investment account with us.

Download FICA Requirements List

Step 3 Submit your documents and proof of payment

Please email the completed account opening forms, FICA documents and your proof of payment to us at Should all your documents be correct, you will receive correspondence from us via email within 36 hours.

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