Client Information Profile

This form is available to download fill out online. You can copy link to the online form to send to a client.

Instrument for Monetisation

This form is available to download fill out online. You can copy link to the online form to send to a client.

Corporate Shareholder Questionaire

Download the Corporate Shareholder Questionaire.

Management & Directors Questionnaire

Download the Management & Directors Questionnaire or fill out the online form.

Health Questionnaire

Download the Health Questionnaire or fill out the online form.

Payment Agent Questionnaire (PAQ)

Download the Payment Agent Questionnaire.

Asset & Liability Statement (A&L)

Download the Asset & Liability Statement.

Corporate Directors Questionnaire

Download the Corporate Directors Questionnaire.

Individual Shareholders Questionnaire

Download the Individual Shareholders Questionnaire form.

Need Help

Speak with one of our Broker dedicated managers now.

Tel: +41 22 544 1653

Phone lines are open:

Monday
09:30 – 17:30 (CET)
Tuesday
09:30 – 17:30 (CET)
Wednesday
09:30 – 17:30 (CET)
Thursday
09:00 – 17:00 (CET)
Friday
09:30 – 17:30 (CET)

Email: [email protected]

Apply using our
Application Enquiry Service

We offer the ability to apply using a streamlined process, giving your more flexibility and time.

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