Trustee Services – Holding Shares on Trust

To complete our Trustee Services application form, please follow the instructions outlined below.

Please do not leave any question blank. If a question does not apply, insert “not applicable” or “n/a” in the space provided.

Under the law, it is required to collect KYC documents on all customers. Once this application is reviewed and approved for onboarding, our Onboarding department will be reaching out for the necessary information and documentation.

Completion of the onboarding process will depend on the completeness and verification of the documentation received.