Online Application

Account Application Form

To comply with the Anti-Money Laundering Act, we require specific information from you, such as your occupation (for individuals) or business activity (for companies and other entities), as well as the source of your funds. We cannot process your application until we have received all the necessary identification documents and required information.

Please be aware that Prime Allied Limited. may require additional information or documentation from you in some cases to fulfill our obligations under the AML Act. Kindly input the requested details in the designated fields provided. If you decide to print out your forms, please ensure that they are filled out correctly, signed, dated, scanned, and sent together with the necessary compliance requirements to the email address provided. If you complete the forms online, please keep a copy for your records.

Our team is available to answer any queries or provide further assistance in completing the documentation.

Opening an Account

In order to establish your Account here with Prime Allied Limited., please complete all the sections below. Prime Allied Limited. will use the information you provide to open and service your Account/s, communicate with you and to use the information provided below to verify your identity.

Please enable JavaScript in your browser to complete this form.

SECTION 1 - YOUR DETAILS

CORRESPONDENCE DETAILS

Please note that any correspondence we are required to send to you will be sent to the address you provide here. If no correspondence address is provided, we will use the current residential address of the first applicant.

Address and postcode for correspondence:

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First Applicant

Employer Name:

Employer Address:

Nature of Employer Business:

Occupation:

Job Title:

Length of Service:

Annual Gross Salary:

Please include currency symbol

If Retired or Unemployed:

Please provide details of your last employment before retirement or unemployment.

Second Applicant (If applicable)

Employer Name:

Employer Address:

Nature of Employer Business:

Occupation:

Job Title:

Length of Service:

Annual Gross Salary:

Please include currency symbol

If Retired or Unemployed:

Please provide details of your last employment before retirement or unemployment.

SECTION 2 - INVESTMENT PORTFOLIO DETAILS

FINANCIAL PROFILE:

OTHER INVESTMENTS:

Please provide us with additional information about your other investments to help us more fully understand your investment profile and identify what types of investments or strategies may be suitable for you.

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Type of Investment:

Firm Holding the Investment :

Amount (USD) $:

SECTION 3 - APPLICANT(s) and Prime Allied ADVISOR DECLARATION

I/We confirm that I/we have the necessary powers to take out this Client Portfolio Account and enter into a relationship with Prime Allied Limited.

My/our signature(s) below confirm(s) that: I/We declare that the information supplied in this application is complete and correct to the best of my/our knowledge and belief at the time of this declaration.

I/We agree to provide Prime Allied Limited with any further information as may be required.

I/We agree to notify Prime Allied Limited of any material changes in the information provided in this application including but not limited to, changes in personal details, which may occur after the date of this application.

I/We agree/disagree to Prime Allied Limited using my/our personal information for marketing purposes. If you do not make any selection, we will deem you to have given permission for your information to be used as described. You may change your mind at any time about receiving marketing messages by contacting us as described in the Prime Allied Limited T&Cs.

I/We confirm that I/we have read and understood the Prime Allied Limited T&Cs.

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First Applicant

Signature

First Applicant Singed Here

Date:

Second Applicant (If applicable)

Signature

Second Applicant Singed Here

Date:

If your signature has changed on your passport, please complete a specimen signature form and attach the original to this application

UPLOAD REQUIRED DOCUMENTATION

Click or drag a file to this area to upload.

Please upload related photographs and documents in the following formats (DOC, DOCX, JPG, PNG, PDF)