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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)
City/Town:
State:
Zip/Postal Code:
Country:
Telephone #1: *
Telephone #2:
Employer's Name: (N/A if retired)
Position:
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.



 

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Core Asset Wealth Management | Copyright © 2023 |

INVESTMENT RISKS - There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.

Core Asset Wealth Management is Authorised and Regulated by the South Korean Financial Supervisory Service (FSS). You can check our authorisation and permitted activities on the Financial Supervisory Service Register by checking our registry name: Core Asset Management Co., Ltd

Core Asset Wealth Management Ltd, Core Wealth Management Ltd & Core Asset Management Co. Ltd are all a subsidiary of Asset Core Group (ACG). Due to foreign policies and regulations in association with services provided of a financial nature, some nationals and residents are not accepted as clients by Core Asset Wealth Management including HK nationals and Non HK Nationals living in Hong Kong