Retail Account Kaplan Pierce

Account Opening Application

Before completing this application make sure you have read and agree with our Terms & Conditions

Applicant Information

ACCOUNT OPENING APPLICATION

All your information will be kept confidential and secured for compliance purposes.

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After you submit your application, our compliance department will carefully examine it to determine whether it meets all necessary regulations and internal standards.

Account Type

Date of Birth

Contact Information

First Name

Last Name

Email Address

Telephone Number

Occupation/Profession

Select Your Civil Status

Nationality

Applicant Address

Permanent Address

Street Address

City

State/Province

Zip Code

Country

Business Information (Applicable if account is under business name)

Business Name

Web URL **Optional**

Email Address

Telephone Number

Business Address

Street Address

City

State/Province

Zip Code

Country

Applicant Financial

Financial Information

Investment Experience

Bank Name **Optional**

Initial Opening Amount

Annual Income

Net Worth

Select Investment Purpose

Total Risk Capital

Risk Liquidity Percentage

Select Source of Funds

Select Work Position

Identity validation for our KYC (for "Know Your Customer") procedures.

Please provide copy of your ID (NID, passport or driver's licence and a copy of a utility bill) by uploading or emailing the documents to info@kaplanpierce.com.

We keep this information private and secure and it is used for compliance process only.

**Optional** Front Side ID *Driver's licence, passport..*

**Optional** Back Side ID *Driver's license, passport..*

**Optional** Proof of Residence *Utility bill such internet,water..*

Applicant Beneficiary

RETAIL ACCOUNT BENEFICIARY INFORMATION

All your information will keep confidential and secured for compliance purposes.

After you submit your application, our compliance department will carefully examine it to determine whether it meets all necessary regulations and internal standards.

Beneficiary Information

Beneficiary Name **Optional**

Beneficiary Type

Beneficiary Nationality

Account Communications

Contact Email Address

Contact Telephone Number

Additional Information

Are you, your spouse, or any other immediate family members, including parents, in-laws, siblings and dependents:

Employed by or associated with the securities industry (for example, a sole proprietor, partner, officer, director, or branch manager, registered representative or other associated person of a broker-dealer firm) or a financial services regulatory agency? Yes No

If yes, please specify entity below.

Agent Code **Optional**

I understand and agree with all terms and conditions to open an account. I reviewed this Terms & Conditions to make this investment. I also hereby declare that the information provided is true and correct. Review most frequently ask questions