Online Banking
Create Investment Account
Put Your Best Life Forward
Download selected

Folder Client Documents

Categories

Folder CAPFunds Documents
Folder Wealth Managment Advice

Documents

Select Toggle Title Date
pdf Account Re-Assignment Form ( pdf, 13 KB ) (5802 downloads) Popular
pdf Accredited Investor's Questionaire ( pdf, 110 KB ) (9931 downloads) Popular
pdf CapFunds Offering Circular ( pdf, 67 KB ) (8326 downloads) Popular
pdf Change of address ( pdf, 48 KB ) (6567 downloads) Popular
pdf CI Application form ( pdf, 436 KB ) (6681 downloads) Popular
pdf CI Purchase Order Form ( pdf, 346 KB ) (6166 downloads) Popular
pdf CI Transaction Order Form ( pdf, 150 KB ) (5984 downloads) Popular
pdf CI Web Login ID Request Form ( pdf, 55 KB ) (6456 downloads) Popular
pdf Client Account Opening Agreement 2026 ( pdf, 959 KB ) (439 downloads) Popular
pdf Complaints Management Guidelines ( pdf, 756 KB ) (13137 downloads) Popular
pdf Confirmation Letter Request Form ( pdf, 13 KB ) (6115 downloads) Popular
pdf Declaration of Identity Form ( pdf, 21 KB ) (5218 downloads) Popular
pdf Dividend Re-Investment Program ( pdf, 14 KB ) (6436 downloads) Popular
pdf Entity Self Certification - Revised December 2021 ( pdf, 639 KB ) (5905 downloads) Popular
pdf Global Application Form - Corporate & Institutional Investors ( pdf, 529 KB ) (5532 downloads) Popular
pdf Global Application Form - Individuals ( pdf, 714 KB ) (7051 downloads) Popular
pdf INDEMNITY COMPANY Excluding Verbal INDIVIDUAL ( pdf, 26 KB ) (5433 downloads) Popular
pdf INDEMNITY COMPANY Including Verbal ( pdf, 27 KB ) (5935 downloads) Popular
pdf Indemnity for Hypothecation ( pdf, 66 KB ) (5779 downloads) Popular
pdf Indemnity for Individuals ( pdf, 27 KB ) (5554 downloads) Popular

Contact Number: 1-888-4-WEALTH (932584) Follow Us On Google+ Contact Us Via E-Mail Instagram Watch Us On YouTube