How does the client accept the terms and conditions for an investment account?

Once they log in successfully, the terms and conditions will appear immediately.*

The client will be able to see what you have submitted for their application in each section.

Clients are required to validate all information under the Investor acceptance section.

Once all requirements in the Investor acceptance have been ticked, the client will need to click Confirm approval.

The account is only active upon all clients accepting the terms and conditions. 

*online applications only, not applicable for paper-based applications