Application

Begin your
investor application.

Please complete the details below, including your electronic signature. Your application is sent to accounts@caldouncapital.ca. Your KYC documents must be emailed separately to accounts@caldouncapital.ca.

Client 1

Title

Full Given Name(s)*

Surname*

Date of Birth*

Sex

MaleFemaleOther

Postal Address

Unit no.

Street no.

Street Name*

Suburb / City*

State / Province*

Postcode*

Country*

Contact

Home Phone

Mobile Phone*

Email Address*

Joint Account

If you are applying for a joint account, please provide the second applicant's details below.

Individual accountJoint account

Your Advisor

Please select the Caldoun Capital advisor you have been dealing with. If you have not yet spoken with an advisor, select "Not yet assigned" and one will be appointed to you.

Advisor*

Know Your Customer (KYC)

In order to comply with anti-money laundering regulations you must email your KYC documents — a valid government-issued identity copy and a proof of address dated no more than three months ago — to accounts@caldouncapital.ca. For joint accounts, both individuals must provide the necessary documents. Photos, colour photo copies and colour scans are acceptable.

Accepted Photo ID

Passport · Driving Licence · National ID Card · Citizenship Card · Resident Card

Accepted Proof of Address

Utility Bill · Bank Statement · Credit Card Statement · Landline Bill · Voter ID

I understand that I must email a valid identity copy and a proof of address no older than three months to accounts@caldouncapital.ca.

Declaration

By signing this application the individual/s confirm that they:

Are 18 years of age or over (otherwise applications must be made in the name of parent/guardian and signed by parent/guardian).Acknowledge that Caldoun Capital Inc. reserves the right to refuse an account application at its discretion.Are not a politically exposed person.

Signature

Please type your full legal name as your electronic signature.

Signature*

Name*

Date*

Disclaimer: All investments carry some level of risk, and returns are not guaranteed. The information provided is for general informational purposes only and is not intended as legal or tax advice. We encourage investors to review all materials carefully before making an investment decision.

Begin yourinvestor application.