Investex Global Investment Account Application
Valid from December 2016 Please complete this form in BLOCK LETTERS. If you have any questions regarding this form please contact our Client Services team at ClientRelations@InvestexGlobal.com or +1 212 401 6204.
1Client Details
2Investor Declaration
3ID Upload
4

About you

(If you have one)
(e.g Mr/Mrs/Miss/Ms/Other)
(If you want to designate your Investment Account, Please indicate the designation above, e.g. School Fees, Grandchild's name)

Institutional / Trust Investors

Please enter the Investor's Details here:

Tax Residency

If you have any questions about your tax residency, please contact your tax advisor. Should any information provided change in the future, please ensure advise us of the changes promptly.
Please indicate if there is any other country in which you are resident for tax purposes.

First Additional Account Holder

(If applicable)

Second Additional Account Holder

(If applicable)

Choosing your Investments

You can use this application form to invest in various stocks, ETFs, or mutual funds. Please use the space below to choose your investments

Investor Information

Please answer this section to allow us to better tailor our services to fit your needs.
Please read this section carefully before you sign and date below.

We (Investex Global) will setup your account in accordance with the information you have provided in this application form and the Investex Global Terms and Conditions. Please read this form and our Investex Global Terms and Conditions carefully because we will rely on them in all our dealings with you. Please contact us if there is anything you don’t understand.

We will use your personal information to setup and administer your account. We may only pass your information to our third party service providers, or to legal or regulatory bodies.

To: Investex Global

I/we appoint Investex Global as my/our Plan Manager. in the operation of my/our Investex Global Investment Account.

I/we agree that the Investex Global Investment Account will be operated in accordance with the Investex Global Terms and Conditions contained in the current Investex Global Terms and Conditions document.

I/we agree to inform you immediately of any change in my/our circumstances affecting any of the information in this form.

I/we declare that the information provided on this form is to the best of my/our knowledge and belief accurate and complete. I/we confirm that I/we are accountable to the relevant legal Tax and Exchange control regulations in force in the countries of my/our citizenship, residence or domicile.

I/we confirm that I am/we are 18 years of age or over and that l/we have read and agree to the Investex Global Terms and Conditions.

This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them together with the separate Investex Global Terms and Conditions document. If you do not understand any of these points please ask for more information.

Please note all correspondence should be sent to ClientRelations@InvestexGlobal.com or contact us at +1 212 401 6204. Telephone calls may be recorded and monitored for security and training purposes.