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Open Account

OPEN ACCOUNT

1Primary Applicant

2Employment Status

3Industry and Other Affiliations

4Financials and Fundings

5Risk Tolerance and Objectives

6Identification and References

Email*
Registration Type*
Products You Want To Trade*
- Stocks
- Options
- Futures
- Bonds
Password*
Confirm Password*
Name*
First Middle Initial Last
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone*
Telephone numbers are checked for validity in the country that you are applying.
Are You:*
- Single
- Married
- Domestic Partner
- Divorced
- Widowed
Number of Dependants*
Mailing Address
- Mailing Address (if different)
Name
First Middle Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Are you currently:*
- Employed
- Self-Employed
- Not-Employed
- Retired
- Student
Please Specify Past Employment
Job Title
Occupation
Employer
Years with this Employer
Employer Address
Business Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Telephone
Fax
Industry and Other Affiliations
Are you, your spouse, or any other immediate family members, including parents, in-laws, siblings and dependents:
Employed by or associated with the security industry (for example, a sole proprietor, partner, officer, director, or branch manager of a broker-dealer firm) or a financial regulatory agency?*
- Yes
- No
An officer, director or 10% (or more) shareholder in a publicly-owned company?*
- Yes
- No
A senior military. governmental or political official in a non-US Country?*
- Yes
- No
Have you, the primary applicant ever:
Been the subject of a criminal proceeding in any jurisdiction or the subject of an investigation, complaint, or settlement with FINRA/NASD, NYSE, SEC, CFTC or any other exchange or regulatory agency?*
- Yes
- No
Failed to meet a margin call or settle a trade or had a securities or commodities account involuntarily closed?*
- Yes
- No
Filed a written complaint or participated in an arbitration, lawsuit or other legal proceeding regarding a securities, commodities, or futures account?*
- Yes
- No

Financials
Annual Income*
- Under US $25,000
- US $25,000 – US $80,000
- US $80,000 – US $150,000
- Over US $150,000
Annual Income includes income from sources such as employment, alimony, social security, investment income, etc.
Liquid Net Worth (excluding your residence)*
- Under US $50,000
- US $50,000 – US $100,000
- US $100,000 – US $500,000
- Over US $500,000
Liquid Net Worth is your net worth minus assets that cannot be converted quickly and easily into cash, such as real estate. business equity, personal property and automobiles, expected inheritances, assets earmarked for other purposes, and investments or accounts subject to substantial penalties if they were sold or if assets were withdrawn from them.
Annual Expenses (recurring)*
- $50,000 and under
- US $50,001 – 100,000
- US $100,001 – US $250,000
- US $250,001 – US $500,000
- Over US $500,000
Fundings
I am funding this account with (check all that apply)*
- Income
- Pension and retirement savings
- Source of funds to be invested
- Funds from another account
- Gift
- Sale of business or property
- Insurance payout
- Inheritance
- Social Security Benefits
- Home Equity Line of Credit/Reverse Mortgage
- Other
Other
What bank will you be funding your account from?
Goals
The more we know about you and your goals for this account, the better we can serve you. Please answer the following questions about your investment objectives.
- Income
- Long Term Growth
- Short Term Trading
- Active or Day Trading
- Preservation of Capital

Investing involves risks. Different investment products and strategies involve different degrees of risk. The higher the expected returns of a product or strategy, the greater the risk that you could lose most of your investment. Investments should be chosen based on your objectives, timeframe, and tolerance of market functions.
Please select the degree of risk you (and co-applicants, if applicable) are willing to take with the assets in this account, in light of the purpose(s) you identified on the previous screen. please note: day trading is considered, high risk*
- Low
- Moderate
- Speculation
- High Risk
The investments in this account represent?*
- Less than 1/3 of my financial portfolio
- Roughly 1/3 to 2/3 of my financial portfolio
- More than 2/3 of my financial portfolio
Investment Objectives and Risk Tolerance - Options Trading (if applicable)
Options Transactions Anticipated Experience
- Covered Writing (Conservative)
- Purchasing (Speculative)
- Spreads/Straddles/Combinations (Speculative)
- Naked Put Writing (Highly Speculative)
- Naked Call Writing (Highly Speculative)
Options Investment Objective(s)*
- Income
- Trading Profits
- Speculation
- Hedge
- Other
Please Explain*
Investment Knowledge*
- Limited
- Moderate
- Extensive

Stocks
Years of Investment Experience*
No. of Transactions Per Year*
Average Size Per Trade*
Options
Years of Investment Experience*
No. of Transactions Per Year*
Average Size Per Trade*
Futures
Years of Investment Experience*
No. of Transactions Per Year*
Average Size Per Trade*
Bonds
Years of Investment Experience*
No. of Transactions Per Year*
Average Size Per Trade*
Do you maintain additional brokerage accounts?*
- Yes
- No
Communication Choices
If you wish to be notified by postal mail when certain communications are available online instead of receiving them via Email, please select one of the options below:*
- Electronic Communication (Email)
- Mail
Note: electronic communication is free. Shipping mail will be billed.

Bank Reference
First Reference
Bank Name
Second Reference
Bank Name
Primary Account Holder Identification Information
Passport ID Number*
Issue Date*
Month
Day
Year
Expiration Date*
Month
Day
Year
Date of birth*
Month
Day
Year
Country of Issuance*
Country of Tax Residence*
Country of Legal Residence*

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With over 30 years of experience, electronic access trading technology that delivers real advantages to traders, investors and institutions worldwide.

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9th Floor, Maeva Tower, Cnr Silicon Ave & Bank St, Ebene CyberCity, Mauritius 72201
[email protected]
+44 20 3882 2585

AMID is supervised by; Financial Service Commission (FSC)
https://www.fscmauritius.org/en License # C114013727

© 2022 AMID – AMID Financial Centre Ltd.

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