Open an account

Investment profile

How you would like your portfolio managed, and what you would like to invest in.

Service model

Preferred service model

DiscretionaryNon-Discretionary

Discretionary means we make investment decisions on your behalf, within a mandate you agree.

Investment preferences

Fixed income

Equity

Equity — please specify

Alternatives

Alternatives — please specify

Account

Account type

Currency

Intended initial deposit

NGN

Figures only. You can change this later.

Product

Preferred branch

About you

Your details exactly as they appear on your identification document.

Title

First name

Middle name

Last name

Date of birth

You must be 18 or over to open an account.

Gender

Marital status

Nationality

Tax Identification Number (TIN)

Required for tax reporting and regulatory compliance.

How we reach you

Email address

Mobile number

Work phone

Preferred contact method

Address

Where you live, and a recent document that confirms it.

Residential address

Country

State / Province

Choose a country first.

City / LGA

Postal code

Filled in from your state. Please correct it if yours differs.

My mailing address is the same as my residential address

Mailing address

Proof of residential address

A utility bill (electricity or water) or a bank statement, dated within the last three months and showing your name and the address above.

Document type

Date on the document

Must be within the last 3 months.

Upload the document

Tap to choose a fileor drag it here

JPG, PNG or PDF, up to 8 MB.

Identification

A valid means of identification, two photographs and your signature.

Means of identification

Document number

Date of issue

Place of issue

The city or state where the document was issued.

Expiry date

Required for an international passport.

Issuing authority

For example: Nigeria Immigration Service, NIMC, FRSC, INEC.

Upload your identification document

Tap to choose a fileor drag it here

A clear scan or photograph of the data page. JPG, PNG or PDF, up to 8 MB.

Passport photographs

Two recent passport-sized photographs, taken within the last six months, against a plain background.

Photograph 1

Tap to choose a fileor drag it here

JPG or PNG, up to 8 MB.

Photograph 2

Tap to choose a fileor drag it here

JPG or PNG, up to 8 MB.

Signature specimen

Your signature

Sign above with your finger or mouse

Financial profile

Your occupation, where the money comes from, and where settlements should go.

Employment status

Occupation

Employer / business name

Annual income

NGN

Business address

Nature of business or employment

What the business does, or what your role involves.

Source of funds

Where the money you are investing now has come from.

Source of wealth

How your overall wealth was built up over time — for example "twenty years as a practising surgeon" or "proceeds from a logistics business founded in 2011".

Bank account for funding and settlement

Bank

Account name

Must match the name on this application.

Account number

10-digit NUBAN.

Bank Verification Number (BVN)

11 digits. Dial *565*0# on the phone number registered with your bank if you do not have it to hand.

Next of kin & declarations

Almost done — someone we can contact, and your agreement to the terms.

Full name

Relationship to you

Phone number

Email address

Address

Capital market accounts

CSCS account

I already have a CSCS accountI have a CHN onlyPlease open one for me

CHN number

CSCS number

Declarations

Would you like to hear about new investment opportunities?

YesNo

I confirm that the information I have given is true and complete, and I agree to the terms and conditions and the privacy policy.

I am happy to receive market commentary and research by email.

Individual Account Opening

Investment profile

Service model

Investment preferences

Account

About you

How we reach you

Address

Proof of residential address

Identification

Passport photographs

Signature specimen

Financial profile

Bank account for funding and settlement

Next of kin & declarations

Capital market accounts

Declarations

Come back to this later

Application received

Evidence of submission

Documents received

What happens next