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Question

What information do you need from me when I open an account?

Answer

Depending on which account you are opening with us, we need the following information from you:

MarketMaster®

  • Full name
  • Full postal address, including postcode
  • Telephone number (Day/Evening)
  • E-mail address
  • Date of Birth
  • Nationality
  • Personal Bank Account details

Investment Clubs

  • Name of Investment Club
  • Personal details for Chairperson and Treasurer or Secretary of the club
  • Copy of the Constitution Document
  • Bank Account details of the Investment Club
  • Personal details of each club member

Investment ISA

  • National Insurance Number
  • Full name
  • Full postal address, including postcode
  • Telephone number (Day/Evening)
  • E-mail address
  • Date of Birth
  • Nationality
  • Personal Bank Account details

Company Dealing Account

  • Full name of company
  • Registered address of company
  • Company Registration Number
  • Copy of Certificate of Incorporation
  • Copy of the latest Reports & Accounts for the company
  • As per Frequent Traders Club for the Company Chairman and Secretary
  • Bank Account Details for the company

How do I open if I live abroad?

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