PARTY_1_NAME

PARTY_1_ADDRESS_SINGLE_LINE

ACCOUNT OPENING FORM (INDIVIDUAL/JOINT ACCOUNT)

 

                                                                                                            Private & Confidential

 

PARTY_1_NAME (the “Company”)	Account No.
Ref No.	Date opened
	Type of Account

 

Please complete in English BLOCK Letters

*Please DELETE whichever is not appropriate

Full Name of Client

Other Account Names (For Joint A/C)

*I.D. / Passport No. and Issuing Country

Sex

Nationality

Date of Birth

Marital Status □  Married □ Divorced □ Widowed □  Single □ De Facto

Education Level □ University or above  □ Post Secondary □ Secondary      □ Others  ___________________

Full Residential Address of Client

Years of Residence

Home Telephone Number

Home Fax Number

Mobile Telephone Number

Email Address

Current Employer’s Name

Nature of Business

Position

Years of Service

Business Tel.

Current Business Address

Correspondence Address (if different from above)

Send Confirmation/Daily and Monthly Statements/Contract Notes to  □ Residential Address                                 □ Business Address  □ Correspondence Address                         □ Email Address                                      **Please choose one, please note that additional fees may be charged for choosing an address by post

 

Account No. :__________________

Main Banker’s Name  ______________        A/C No. _____________       □ Savings    □ Current   □ Fixed

Other Banker’s Name ______________        A/C No. _____________       □ Savings    □ Current   □ Fixed

Annual Income (CURRENCY) □  less than 200,000 □ 200,001 - 500,000   □ $00,001 - 800,000    □ 800,001 - 1,000,000   □  Over 1,000,000 (Please specify)

Total Net Worth (CURRENCY)

Do you own any Property / Real Estate □ Yes, please provide details ______________________________________________________   □ No 否                                 □ with financing    □ without financing

Investment Objectives and Risk Tolerance □ Conservative □Income □Hedging □ Capital Gain □ Speculation □ Low Risk        □ Medium Risk           □ High Risk

Your Investment Experience     Stock/Warrant □ Yes  __________ Year(s)   □ No                                                   Option/Future □ Yes  __________ Year(s)   □ No                                                      Forex/Bullion □ Yes  __________ Year(s)   □ No                                                      Others ________________________________________________________

Source of Investment Information □ Newspapers /Magazine □TV /Radio □ Friends □ Own Analysis          □ Financial Adviser Broker □ Others ____________________________

Is the Client an employee of a person licensed or registered with another financial institution                             □ Yes     □ No If Yes, please provide details _________________________________________________________      Is the Client related to any of our staff?                             □ Yes    □ No    If Yes, please provide the name of the employee  _______________________________________

 

^Optional

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