Online Form for Client
Applications

There are three straightforward actions to take in order to create a Charleswood account.

Please enable JavaScript in your browser to complete this form.

I - YOUR COMPLETE DETAILS.

First Applicant

Title:
(If applicable)
Date of Birth:
Write in full. (Please note C/O or P.O. Box is not acceptable)

 

Second Applicant (If applicable)

Title:
(If applicable)
Date of Birth:
Write in full. (Please note C/O or P.O. Box is not acceptable)

First Applicant

Please provide details of your last employment before retirement or unemployment.

Second Applicant (If applicable)

Please provide details of your last employment before retirement or unemployment.

II - INVESTMENT PORTFOLIO DETAILS.

FINANCIAL PROFILE:

A. Approximate Annual Income (USD):
B. Approximate Net Worth (USD):
C. Liquid Net Worth – Cash, Stocks, Bonds, etc. (USD):

OTHER INVESTMENTS:

Please provide us with additional information about your other investments to help us more fully understand your investment profile and identify what types of investments or strategies may be suitable for you.

III - APPLICANT(s) and CHARLESWOOD LIMITED ADVISORY DECLARATION.

I/We confirm that I/we have the necessary powers to take out this Client Portfolio Account and enter into a relationship with Charleswood Limited.


My/Our signature(s) below confirm(s) that: I/We declare that the information supplied in this application is complete and correct to the best of my/our knowledge and belief at the time of this declaration.


I/We agree to provide Charleswood Limited with any further information as may be required.


I/We agree to notify Charleswood Limited of any material changes in the information provided in this application including but not limited to, changes in personal details, which may occur after the date of this application.


I/We agree/disagree to Charleswood Limited using my/our personal information for marketing purposes. You may change your mind at any time about receiving marketing messages by contacting us as described in the Charleswood Limited Terms and Conditions.


I/We confirm that I/we have read and understood the Charleswood Limited Terms and Conditions.

First Applicant

First Applicant Signed Here

Second Applicant (If applicable)

Second Applicant Signed Here
UPLOAD REQUIRED DOCUMENTATION:

A) Valid government ID (i.e., passport main page, or driver license front and back)
B) Utility bill dated within the last 3 months (i.e., water, electric, mobile phone bill, bank statement)
Click or drag files to this area to upload. You can upload up to 4 files.
Please upload related photographs and documents in the following formats (DOC, DOCX, JPG, PNG, PDF) with 20MB each.