Central KYC
Know Your Customer documentation for identity verification in the securities market.
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Investor resources
Investor forms, process guidance and support resources in one place.
Access KYC, FATCA, onboarding, mandate, tax and offline mutual fund resources through a structure designed for faster navigation and clearer servicing support.
Downloads
Common investor documents available for quick access.
FATCA declaration
Foreign Account Tax Compliance Act declaration for applicable investor onboarding.
Download PDFInvestment account opening
Account opening form used to start mutual fund access on a single platform.
Download PDFACH one-time mandate
Banking authorisation support for smoother payment and transaction workflows.
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Transaction process
A straightforward process for planning, onboarding and ongoing servicing.
Start with the financial objective
Use the calculators and planning conversation to identify what the investment needs to achieve.
Assess product suitability
Apply time horizon, risk appetite and purpose before moving into a product-specific conversation.
Complete KYC and account requirements
Use the forms above for identity, FATCA, onboarding and mandate support where required.
Transact through the secure platform
Execution and account-linked actions remain routed into the secure login environment used by clients and associates.
Track, review and adapt
Use the online tracker and service support to stay close to goals, holdings and next-step actions.
Security and policy
Keep compliance visible without crowding the home page.
Online access and password support
Password support and online access remain central to the account experience used by clients and associates.
Open LoginDisclaimer and privacy
The published privacy and service-disclaimer intent is retained and reorganised into a more readable legal page.
Read DisclaimerFees and commission
Review distribution commission, fee disclosures and the operating model in the dedicated disclosure page.
View DisclosureCalculators and investor applications
Open the local calculator suite, mutual fund data explorer and application resources without leaving the website.
Open Tools