Apply for an Account

Green Knight Financial Services Investment Account Application
Valid from December 2016 Please complete this form in BLOCK LETTERS. If you have any questions regarding this form please contact our Customer Services team at customerservices@greenknightfinancialservices.com.
1Your Personal Details
2Client Agreement Form
3Proof of ID
4Submit Your Application

About you

If you are already a Green Knight Financial Services client
(e.g Mr/Mrs/Miss/Ms/Other)
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Institutional Investors

Your Tax Residency

If the information you provide on this section should change in the future, please let us know.

First Additional Account Holder

(If applicable)

Second Additional Account Holder

(If applicable)

Which service would you like to avail

This is simply to help us direct you to the right advisor for you. You can choose more than one service.
This is simply to help us direct you to the right advisor for you. You can choose more than one service.

Account Designation

If you wish to designate your Investment Account due to a specific purpose (e.g. College Fees, Retirement Account)

Choosing your Investments

You can use this application form to invest in various stocks, ETFs, or mutual funds. Please use the space below to choose your investments
Please read this section carefully before you sign and date below.

We (Green Knight Financial Services) will setup your account in accordance with the information you have provided in this application form and the Green Knight Financial Services Terms and Conditions. Please read this form and our Green Knight Financial Services Terms and Conditions carefully because we will rely on them in all our dealings with you. Please contact us if there is anything you don’t understand.
We will use your personal information to setup and administer your account. We may only pass your information to our third party service providers, or to legal or regulatory bodies.

To: Green Knight Financial Services

I/we appoint Green Knight Financial Services as my/our Plan Manager. in the operation of my/our Green Knight Financial Services Investment Account.
I/we agree that the Green Knight Financial Services Investment Account will be operated in accordance with the Green Knight Financial Services Terms and Conditions contained in the current Green Knight Financial Services Terms and Conditions document.
I/we agree to inform you immediately of any change in my/our circumstances affecting any of the information in this form.
I/we declare that the information provided on this form is to the best of my/our knowledge and belief accurate and complete.
I/we confirm that I/we are accountable to the relevant legal Tax and Exchange control regulations in force in the countries of my/our citizenship, residence or domicile.
I/we confirm that I am/we are 18 years of age or over and that l/we have read and agree to the Green Knight Financial Services Terms and Conditions.

This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them together with the separate Green Knight Financial Services Terms and Conditions document. If you do not understand any of these points please ask for more information.

Please note all correspondence should be sent to customerservices@greenknightfinancialservices.com