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Apply To Our Services Using Our Electronic Application Form Below
Type of Account Application
Select Type of Acccount
  
* If a joint account please specify type of ownership:
Joint tenants with right of survivorship  

 

Account Holder Information
Title and Full Name:
Date of Birth: (DD/MM/YYYY)
Email Address:
Mother's Maiden Name: (Account security)
House Number & Street Name: (P.O.Boxes not Allowed)
Town:
State:
Zip Code:
Country:
Telephone #1:
Telephone #2:
N.I. Number: (if applicable)
Employer's Name: (N/A if retired)
Position:
Joint Account Holder’s Name:
Joint Account Holder’s Address:
Joint Account Holder’s Telephone #:

 

Under the Core Asset Wealth Management Anti-Money Laundering Policy
Have you previously ever been the subject of a bankruptcy proceeding, receivership, or similar financial action?
Do you maintain an account at any other futures commission merchant, introducing broker or Broker/Dealer?
Have you ever closed a financial account with an unsatisfied debit balance at a commodity or securities company?
Have you ever been in a legal dispute, arbitration, or reparations action related to a commodities or securities account?
Is this a hedge account used for the purpose of reducing risk in connection with the conduct or management of a commercial enterprise?
Are you an "affiliated person" of futures commission merchant or of an introducing broker registered under the Commodity Exchange Act or of a broker/dealer registered under Securities Exchange Act of 1934?


If so specify firm name:

 

Know Your Client (KYC) Anti Money Laundering (AML)

A valid proof of identity and a proof of current residential address will be required for those person(s) where transactions are being conducted. This prevents harmful actions under the Anti Money Laundering Act 2002. Documents required are;

  • Identification - Current Passport, National ID or Driving Licence.
  • Proof of Address - Telephone or Utility Bill, Bank Statement, Lease Agreement

Document Upload - Select both of your files at once to attach:


 

Account Update Notifications
How would you like to receive your account update notifications?
I acknowledge that Core Asset Wealth Management is relying on this information in acquiring approval of my account and extending me credit, and that all such information is true and correct.
I hereby agree to the Privacy & Legal Terms.

I hereby agree to the Terms & Conditions..