*By completing this document, you give us authorization to manage your investments on your behalf.
Download our Mandate
Please complete the risk analysis questionnaire so that we can understand your risk appetite.
Download Risk Analysis Questionnaire
View the list of required FICA documents when opening an investment account with us.
Download FICA Requirements List
Please email the completed account opening forms and FICA documents to us at firstname.lastname@example.org. From here we will be able to confirm whether they have been completed correctly and will require you to post the original documents to us as part of FICA regulations.
Our application process is quick but thorough. However, if you'd like us to help you with the process, please click the 'need assistance' box below to fill in your details, and we'll contact you within 24 hours.