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The first step in becoming an Indian Ocean Asset Management Client is to apply to open an account. Our account opening process ensures that you supply sufficient information regarding yourself and your circumstances to satisfy both our, and our Custodians, regulatory requirements. 1. Download account opening form Please download the form appropriate to your situation.  Individual Applicant >>Click Here Joint Applicants >>Click Here Trust/Corporation Applicant >>Click Here All our online account opening documentation are presented in Adobe Acrobat (.pdf) format, and will therefore require a version of Adobe Acrobat Reader to be installed on you computer. If you do not have Adobe Acrobat Reader installed you may download and install a version from the Adobe website for no cost. Once downloaded you will able to view and print the account opening documentation. If you experience any difficulties downloading the forms, or would prefer them to be sent by facsimile or mail, please contact our Client Liaison Department. Contact us. 2. Print and read account opening form Print and carefully read the account opening form, including the “Terms & Conditions” at the rear of the form. We suggest that if you do not understand, or are not completely comfortable with any aspect of the form you should either contact us or consult your financial advisor. 
These forms should be completed by individual applicants. An account status can be changed from individual status to joint status at any time in the future subject to the receipt of the necessary documentation. Supporting documentation required to be submitted along with completed Account Opening Form. A Certified Copy of Your passport A Bank Reference An Original, recent (within 3 months) Utility Bill stating your current addressPlease select to download appropriate Individual Account Opening Form.
All our online account opening documentation are presented in Adobe Acrobat (.pdf) format, and will therefore require a version of Adobe Acrobat Reader to be installed on you computer. If you do not have Adobe Acrobat Reader installed you may download and install a version from the Adobe website for no cost. Once downloaded you will able to view and print the account opening documentation. If you experience any difficulties downloading the forms, or would prefer them to be sent by facsimile or mail, please contact our Client Liaison Department. Contact us. Return documentation to us. Signed original Account Opening Forms and requested documentation (as specified on the account opening form) must be returned to us. We suggest however that you send us your completed documentation by facsimile prior to delivery of the original hard copy, thus allowing expedition of the account opening process. No account, however, will become active until all requested, signed original copies have been received, processed and approved by us. Client Liaison Department Indian Ocean Asset Management Limited 7th Floor, Wing B, Cyber Tower Ebene Mauritius Facsimile: +230 454 5413
These forms should be completed by Joint Applicants. An account status can be changed to individual status subject to the receipt of a letter signed by both parties. Supporting documentation required to be submitted with account opening form. A Certified Copy of each applicants passport A Bank Reference An Original, recent (within 3 months) Utility Bill stating your current addressPlease select to download appropriate Joint Account Opening Form.
All our online account opening documentation are presented in Adobe Acrobat (.pdf) format, and will therefore require a version of Adobe Acrobat Reader to be installed on you computer. If you do not have Adobe Acrobat Reader installed you may download and install a version from the Adobe website for no cost. Once downloaded you will able to view and print the account opening documentation. If you experience any difficulties downloading the forms, or would prefer them to be sent by facsimile or mail, please contact our Client Liaison Department. Contact us. Return documentation to us. Signed original Account Opening Forms and requested documentation (as specified on the account opening form) must be returned to us. We suggest however that you send us your completed documentation by facsimile prior to delivery of the original hard copy, thus allowing expedition of the account opening process. No account, however, will become active until all requested, signed original copies have been received, processed and approved by us. Client Liaison Department Indian Ocean Asset Management Limited 7th Floor, Wing B, Cyber Tower Ebene Mauritius Facsimile: +230 454 5413
These forms should be completed by Trust, Corporate or Institutional Applicants. Supporting documentation required to be submitted with account opening form. Latest Audited Accounts Memorandum or Trust Deed Certificate of Incorporation Shareholder List Authorised Contacts List Board Resolution (Example Supplied within Account Opening Form) Authorised Signatories List Certified copies of Directors/Trustees passportsPlease select to download appropriate Trust/Corporate Account Opening Form.
All our online account opening documentation are presented in Adobe Acrobat (.pdf) format, and will therefore require a version of Adobe Acrobat Reader to be installed on you computer. If you do not have Adobe Acrobat Reader installed you may download and install a version from the Adobe website for no cost. Once downloaded you will able to view and print the account opening documentation. If you experience any difficulties downloading the forms, or would prefer them to be sent by facsimile or mail, please contact our Client Liaison Department. Contact us. Return documentation to us. Signed original application forms and requested documentation (as specified on the account opening form) must be returned to us. We suggest however that you send documentation by facsimile prior to delivery original hard copy. This will expedite the account opening process. No account will become active until signed original copies have been received, processed and approved by us. Client Liaison Department Indian Ocean Asset Management Limited 7th Floor, Wing B, Cyber Tower Ebene Mauritius Facsimile: +230 454 5413 |
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