SJAM Open Account - MPA-C - Step 4 (Contact me)



Managed Portfolio Account for Corporate (MPA-C)

Step 4: Contact Me Account Opening Wizard - Contact me

Thank you for your interest in our investment products. Please provide your name, address and contact number and we will contact you within 2 business days.

Name	:
Name of Company	:
Company Address	:
Contact Number	:		House
	:		Office
	:		Fax
	:		Mobile
Best time to call you	:


Summary of Investment Product :

Investment Service	:	Managed Portfolio Account

Account Type	:	Corporate

Fee Structure	:	Wrap Fee

Documents Required	:	(A)	Memorandum and Articles of Association*
		(B)	Certificate of Incorporation/ Business Registration Certificate*
		(C)	Resolution of Board of Directors*
		(D)	Copy of latest Annual Reports and/or Financial Statement
		(E)	List of Authorised Persons
		(F)	Particulars of Board of Directors (As lodged with Registrar of Companies)
		(G)	Copy of passport/identity documents (Certified True Copy by lawyer) and proof of residential address of two (2) directors
		*Certified true copy

Account Opening Forms	:	(A)	Discretionary Managed Portfolio Account Agreement – Form F3
		(B)	Schedule 1 (Corporate) – Form F5
		(C)	Schedule 2 (Corporate) – Form F13
		(D)	Schedule 3 (Management Fee-Wrap Account) – Form F14
		(E)	Schedule 4 (Transaction Fee Schedule) – Form F15
		(F)	Schedule 5 (Telephone, Facsimile and Telex Instruction) – Form F16
		(G)	Schedule 6 (Panel of Custodians) – Form F17 (To be advised by SJAM)
		(H)	Schedule 7 (Investment Mandate) – Form F18 (To be advised by SJAM)