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Verify your Identity

Know Your Client (KYC) and

The Know Your Client (KYC) form is a standard form in the investment industry that ensures investment advisors know detailed information about their clients’ risk tolerance, investment knowledge, and financial position. KYC forms protect both clients and investment advisors. Clients are protected by having their investment advisor know what investments best suit their personal situations. Investment advisors are protected by knowing what they can and cannot include in their client’s portfolio.

Application for Membership

Upload a high-resolution photo of yourself holding your ID document close to your face as explained in step by step video tutorial above. Format: JPG/JPEG.

Upload a high-resolution digital copy of your personal ID or Passport

Double check for typing errors

International format (Example: +381 13123456)

Introduce yourself (3000 characters maximum)

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