Joint Account

Please complete the fields below accurately and to the best of your ability. Your responses will help us understand your personal and financial circumstances, investment objectives, risk tolerance, and experience. Based on this information, we can recommend suitable investment options. Please contact us if you have questions or need assistance.

1) Joint Account Details Fields marked with an asterisk (*) are mandatory. (Please refer to Application Note A)

Applicant:

(You will automatically be enrolled to receive e-Documents. Submitting email instructions will be possible only if you provide your email address. Email instructions will be accepted from one recorded email address only. By providing your email address you are consenting to operational email communications.)


Co-Applicant:

(You will automatically be enrolled to receive e-Documents. Submitting email instructions will be possible only if you provide your email address. Email instructions will be accepted from one recorded email address only. By providing your email address you are consenting to operational email communications.)
2) G.I.C. Investment Details

Eligible for Canada Deposit Insurance Corporation (CDIC) Coverage


3) Verification Details Fields marked with an asterisk (*) are mandatory. (Please refer to Application Note A)

Please provide one of the following: passport or drivers license.


Applicant:


Co-Applicant:



U.S. Citizenship or Residency:


Foreign Residency:


Third Party Declaration:


Politically Exposed Person (PEP)

A PEP is an individual who holds or has held office or a senior position in or on behalf of a country, government, military, or judiciary, or, is or was a head of an interna- tional organization (HIO), a leader or president of an organization funded by multiple nations or states, regardless of their citizenship, residency status or birth place.


Intended Use of Account:


Acknowledgement Section:

By signing this application I/we acknowledge that: I/we have received, read and understand the Terms & Conditions. I/we consent to the collection, use and disclosure of my/our personal information as outlined in the Terms & Conditions. I/we consent to an identification check to confirm my/our identity. I/we hereby apply to be the Registered Holder(s) of the account as set out above.

3) Application Processing

Your application is now in the process of being verified. This verification process is a standard procedure that we undertake with all our clients. It is designed to ensure the accuracy of the information provided and to maintain the integrity and security of our services. We strive to complete this process as swiftly and efficiently as possible.

The time frame for the verification process can vary, typically ranging from 1 to 72 hours. This variation is due to several factors, such as the completeness and complexity of the information provided, and the need to adhere to regulatory and compliance standards. Rest assured, our team is dedicated to conducting this process diligently and thoroughly, without compromising on the quality or security of our services.

Should you have any queries or require assistance while your application is being processed, please do not hesitate to contact our customer service team. We have a dedicated team of professionals who are more than happy to assist you.