Pick the option closest to what you have in mind. You don't have to be sure. Your adviser will help you refine the choice.
You only open one account with us. The choice below tells us your starting point. Once your account is open, you can hold any combination of our products inside it.
Have these to hand before you begin the application. It makes the process faster and avoids back-and-forth on documents later.
Submitting the form is the start, not the finish. Here's exactly what happens after you click submit.
Fill in the application form below. You'll provide your personal details, address, employment, the kind of investing you want to do, and answer a short risk-profile questionnaire. You'll also upload digital copies of your documents.
Our compliance team reviews your application and the documents you've uploaded. We may contact you if anything is missing or unclear. Once everything checks out, we move to the next step.
We schedule an appointment for you to visit any of our twelve branches. You'll bring the original documents (so we can sight them in person), meet your relationship manager, and sign the client agreement.
Once your branch visit is complete, we open your account, issue your client ID, and you receive secure access to the client portal. You can fund your account and begin investing immediately.
That's fine. Speak to one of our advisers without obligation. We'll help you understand your options and decide if this is right for you.
Speak to an Adviser →