Application Form

To streamline the process of opening your new account, we have included the Grandview Equity Group International Client Application Form for your convenience.

International Client Application Form

BROKERAGE ACCOUNT APPLICATION FORM

    Account Information

    Account Registration

    Select the type of registration you want on your Account

    Account Holder

    Mr Mrs Ms Dr

    Securities industry regulations require that we request the following information:

    Employed Self-Employed Retired Unemployed

    Marital Status

    Single Married Divorced

    Additional Account Holder (If applicable)

    Mr Mrs Ms Dr

    Securities industry regulations require that we request the following information:

    Employed Self-Employed Retired Unemployed

    Marital Status

    Single Married Divorced

    Is any member of your household a control person (Example: A person who can exercise power or has a controlling interest in a company) in a publicly traded corporation?

    Yes No

    Investment Profile

    Account Holder

    Investment Knowledge

    None Good Limited Extensive

    Investment Experience

    None
    Limited
    Good
    Excellent

    Common Shares

    None Limited Good Excellent

    Preferred Shares

    None Limited Good Excellent

    Bonds

    None Limited Good Excellent

    Money Market

    None Limited Good Excellent

    New Issues

    None Limited Good Excellent

    Mutual Funds

    None Limited Good Excellent

    Options

    None Limited Good Excellent

    Commodities/Futures

    None Limited Good Excellent

    Venture Situations

    None Limited Good Excellent

    Trading Experience (years):

    Additional Account Holder

    Investment Knowledge

    None Good Limited Extensive

    Investment Experience

    None
    Limited
    Good
    Excellent

    Common Shares

    None Limited Good Excellent

    Preferred Shares

    None Limited Good Excellent

    Bonds

    None Limited Good Excellent

    Money Market

    None Limited Good Excellent

    New Issues

    None Limited Good Excellent

    Mutual Funds

    None Limited Good Excellent

    Options

    None Limited Good Excellent

    Commodities/Futures

    None Limited Good Excellent

    Venture Situations

    None Limited Good Excellent

    Trading Experience (years):

    Investment Goal

    Capital Preservation Income Growth Speculation

    Investment Objective Definitions: Capital preservation: The objective of capital preservation is to protect your initial investment by choosing investments that minimize the potential of any loss of principal. The long-term risk of capital preservation is that the returns may not be adequate to offset inflation. Income: The primary objective of an income strategy is to provide current income rather than long-term growth of principal. Growth: The objective of a growth strategy is to increase the value of your investment over time with recognizing a high likelihood of volatility. Speculation: A speculator's objective is to assume a higher risk of loss in anticipation of potentially higher than average gain by taking advantage of expected price changes

    Does anyone other than the account holder(s) have trading authorization over the account?

    Yes No

    If yes, please complete and mail Power of Attorney form to add an individual as having trading authority

    I /We am/are of legal age to enter in this agreement. I hereby request that Grandview Equity Group open an account in the name(s) listed as account holder(s) on this application. I/We the undersigned agree to provide instructions as an authorized signatory to Grandview Equity Group via phone, fax, email or any other method deemed appropriate by Grandview Equity Group without instructions being duly confirmed in writing. Therefore, this signed document allows Grandview Equity Group to process transactions sent via any of the above mentioned mediums without liability in any form to Grandview Equity Group or its employees.

    I understand there are fees associated with establishing, maintaining, engaging in transactions, and transferring assets out of this account. I further acknowledge that securities products purchased or sold in a transaction with Grandview Equity Group are subject to investment risks, including possible loss of the principal invested. I understand that Grandview Equity Group does not provide tax, legal or accounting advice.

    Signature of Primary Account Owner

    Signature of Co-Account Owner

    ID Document

    FOR Grandview Equity Group ONLY

    Why Choose Us?

    Choosing Grandview Equity Group means partnering with a team committed to your financial well-being. We prioritize your interests, providing expert guidance that adapts to changing circumstances and evolving goals. With us, you gain a trusted advisor dedicated to helping you achieve and sustain financial success.

    Join us at Grandview Equity and let us help you navigate your financial journey with confidence and clarity. Together, we can build a future where your wealth works for you, bringing your dreams and aspirations to life

    Contact Us