Individual Investment Account

Start your journey with us today.

Step 1: Download the new customer application form 

Step 2: Required documents

Identification


Provide ONE of the following:

  • Passport
  • Driver’s License
  • National ID Card
  • Voter’s ID Card

Proof of Address

Provide ONE of the following:

  • Current Utility Bill
  • Voter’s ID
  • Lease/Rent Agreement
  • Property Tax receipt
  • Bank or Credit Card Statement received by mail within the last 3 months
  • Driver’s License (conditions apply)

Proof of Employment / Income

 

Provide ONE of the following:

  • Job Letter
  • 3 most recent Payslips

Tax Information
 

  • TRN (local residents)
  • Tax Identifier Number (TIN) or Equivalent (Overseas clients)

Source of funds
 

  • Provide documentation on proof of original source of funds

*Conditions apply based on product requirements