Account Opening Form Account Opening Form ZEL Trading Consultant ZEL Trading Account No. Select an Account Individual Joint Trust Corporate (Joint account holders should download and fill out separate Account form) Client Details Title (Mr, Ms, Engr, Dr, Atty) First Name Middle Name Surname Personal Email Address Personal Mobile Number Residential Address Residential Phone No. Residential Fax No. Details of Secondary Account Holder (if applicable) Title First Name Middle Name Surname Secondary Account Email Address Client Business Details Occupation/Title Company Name Company Address Company Phone No. Company Fax No. Ext No. Company Mobile No Company Email Address Please tick your preferred Mailing address for Statement, Mail & Confirmation Residential Office Other Please tick your choice of phone communication Residential Office Other Investor Profile Do you have an account with a local brokerage or another financial manager/company? Yes No Do you have an online account? Yes No Do you track your investments you made online? Yes No What are your financial requirements? Yes No What type of an investor are you? Yes No What is your time frame for your investments? up to 1 YEAR 1-3 years 3-5 years 5 years and above What is your investment experience? None Some Experience Good Extensive Investment Experience What forms of investments do you now have? Stocks Hedge Funds Private Equity Funds Bonds Cash ISA High Interest Savings Managed Funds Other Cash Deposits Tax Free Savings Accounts PEPs (Managed by a Fund Manager) Your Net Income 0 – 100,000 100,000 – 500,000 500,000 – 1 Million 1 Million and above 5 Million and above Net Worth 0 – 100,000 100,000 – 500,000 500,000 – 1 Million and above 5 Million and above Do travel overseas on a regular basis? Yes No What are the destinations that you frequent? (if applicable) Are you a CEO or a director of a publicly traded company? Yes No If yes, what is the name of the company? Banking Instructions Note that we will send you a separate banking letter after your application has been received. This is done for security reasons. Account Declaration I hereby confirm that the information that I have entered here in this account form is true, complete, accurate, and correct. I also confirm that I will inform ZEL Trading in writing for any change in the contact details that I have included in the said form above. Send
