The first step in becoming an Indian Ocean Asset Management client is to apply to open an account.  Our account opening process ensures that you supply sufficient information regarding yourself and your circumstances to satisfy both our own and our Custodians, regulatory requirements.

1. Download Account Opening Form

Our Discretionary Investment Management Account Opening Form can be downloaded here.

Our Terms and Conditions of Business can be downloaded here

All our on-line account opening documentation is presented in Adobe Acrobat (.pdf) format and will, therefore, require a version of Adobe Acrobat Reader to be installed on your computer.  If you do not have Adobe Acrobat Reader installed, you may download and install a version from the Adobe website for no cost.

Once downloaded, you will be able to view and print the account opening documentation.

If you experience any difficulties downloading the forms, or would prefer them to be sent by facsimile or mail, please contact our Client Liaison Department. Contact us.

2. Print and Read Account Opening Form

Print and carefully read both the Account Opening Form and our Terms & Conditions of business. We suggest that, if you do not understand, or are not completely comfortable with any aspect of the form, you should either contact us or consult your financial advisor.

3. Form Completion

Complete and sign every appropriate section of the Account Opening Form.  Instructions to which sections need to be completed are on the front page of the form.  Certain sections require a witness to your signature.  These instances are clearly marked.

4. Supporting Documentation

Gather all required supporting documentation requested on the form. Different documentation is required dependent upon your situation and is specific to each Account Opening Form.  Certain items will need to be supplied in original form, whilst others can be supplied in certified copy.  This is clearly indicated on the form.

5. Return Documentation To Us

Signed original Account Opening Forms and requested documentation (as specified on the Account Opening Form) must be returned to us.  We suggest, however, that you send us your completed documentation by facsimile prior to delivery of the original hard copy, thus allowing expedition of the account opening process.  No account, however, will become active until all requested, signed original copies have been received, processed and approved by us.

Client Liaison Department
Indian Ocean Asset Management Limited
7th Floor, Wing B, Cyber Tower
Ebene
Republic of Mauritius
Facsimile: +230 454 5413