Online Application

Account Application

Investor personal information is gathered via our online application form in order to comply with legal and anti-money laundering requirements.

Application for Clients

In order to meet AML Act standards, personal information regarding investors is collected through our application form. This contains information about your source of income as well as your occupation (for individuals) or business activity (for businesses & other entities). Acota Investments Limited is not allowed to process your application under the AML Act until we have received all necessary data and identity documents.

Note that Acota Investment Limited may occasionally need to obtain additional information and/or evidence from you in order to fulfill our AML Act obligations. Start completing the relevant fields below with the information that is needed.

If you choose to print your documents, after completing the forms and making sure there are no errors, please sign, date, scan, and email the completed forms back to the address provided below, along with the necessary compliance requirements.

In the event that you finish your paperwork online, remember to save a duplicate for your own files. Please contact us by phone or email if you need any help completing your documentation or if you have any queries.

One of our experts will creating an account Please fill out every field below in order to create your account with Acota Investment Limited. The information you give Acota Investment Limited will be used to open and maintain your account(s), correspond with you, and use the details below to confirm your identification.

Please enable JavaScript in your browser to complete this form.

STEP 1 - YOUR DETAILS.

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First Applicant

Title:

Mr.
Mrs.
Ms.
Other

First Name:

Last Name:

Previous Name:

(If applicable)

Date of Birth:

Place of Birth:

Nationality:

Current Residential Address and Postcode:

Write in full. (Please note C/O or P.O. Box is not acceptable)

Country:

Home Telephone Number:

Mobile Telephone Number:

Email:

Second Applicant (If applicable)

Title:

Mr.
Mrs.
Ms.
Other

First Name:

Last Name:

Previous Name:

(If applicable)

Date of Birth:

Place of Birth:

Nationality:

Current Residential Address and Postcode::

Write in full. (Please note C/O or P.O. Box is not acceptable)

Country:

Home Telephone Number:

Mobile Telephone Number:

Relationship to First Applicant:

Email:

CORRESPONDENCE DETAILS

Please note that any correspondence we are required to send to you will be sent to the address you provide here. If no correspondence address is provided, we will use the current residential address of the first applicant.

Address and postcode for correspondence:

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First Applicant

Employer Name:

Employer Address:

Nature of Employer Business:

Occupation:

Job Title:

Length of Service:

Annual Gross Salary:

Please include currency symbol

If Retired or Unemployed:

Please provide details of your last employment before retirement or unemployment.

Second Applicant (If applicable)

Employer Name:

Employer Address:

Nature of Employer Business:

Occupation:

Job Title:

Length of Service:

Annual Gross Salary:

Please include currency symbol

If Retired or Unemployed:

Please provide details of your last employment before retirement or unemployment.

STEP 2 - INVESTMENT PORTFOLIO DETAILS.

FINANCIAL PROFILE:

OTHER INVESTMENTS:

Please provide us with additional information about your other investments to help us more fully understand your investment profile and identify what types of investments or strategies may be suitable for you.

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Type of Investment:

Firm Holding the Investment :

Amount (USD) $:

STEP 3 - APPLICANT(s) and ACOTA INVESTMENTS ADVISORY DECLARATION.

I/We confirm that I/we have the necessary powers to take out this Client Portfolio Account and enter into a relationship with Acota Investments Limited.

My/Our signature(s) below confirm(s) that: I/We declare that the information supplied in this application is complete and correct to the best of my/our knowledge and belief at the time of this declaration.

I/We agree to provide Acota Investments Limited with any further information as may be required.

I/We agree to notify Acota Investments Limited of any material changes in the information provided in this application including but not limited to, changes in personal details, which may occur after the date of this application.

I/We agree/disagree to Acota Investments Limited using my/our personal information for marketing purposes. You may change your mind at any time about receiving marketing messages by contacting us as described in the Acota Investments Limited T&Cs.

I/We confirm that I/we have read and understood the Acota Investments Limited T&Cs.

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First Applicant

Signature

First Applicant Signed Here

Date:

Second Applicant (If applicable)

Signature

Second Applicant Signed Here

Date:

UPLOAD REQUIRED DOCUMENTATION:

A) Valid government ID (i.e., passport main page, or driver license front and back)
B) Utility bill dated within the last 3 months (i.e., water, electric, mobile phone bill, bank statement)

UPLOAD REQUIRED DOCUMENTATION:

Click or drag files to this area to upload. You can upload up to 4 files.

Please upload related photographs and documents in the following formats (DOC, DOCX, JPG, PNG, PDF) with 20MB each.

Online Application

Account Application

Application for Clients

STEP 1 - YOUR DETAILS.

CORRESPONDENCE DETAILS

STEP 2 - INVESTMENT PORTFOLIO DETAILS.

FINANCIAL PROFILE:

OTHER INVESTMENTS:

STEP 3 - APPLICANT(s) and ACOTA INVESTMENTS ADVISORY DECLARATION.

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