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Apply To Our Services Using Our Electronic Application Form Below
Type of Account Application
Select Type of Account
* If a joint account please specify type of ownership:


Account Holder Information (Required *)
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)
Zip/Postal Code:
Telephone #1: *
Telephone #2:
Employer's Name: (N/A if retired)
Joint Account Holder’s Name:
Joint Account Holder’s Address: (P.O.Boxes not Allowed)
Joint Account Holder’s Telephone #:
Corporate Account Name:
Corporate Account Address: (P.O.Boxes not Allowed)
Corporate Account 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) (Required *)

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:

* All uploads are secure and handled on our closed servers to prevent any duplication or misuse of the files. All files are removed from the server within 24 hours and stored off line. For more information visit our privacy policy


Account Agreements
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.