Client Care

Terms of Engagement and Client Information

Please download and read our terms of engagement and client information.

Anti Money Laundering and Countering Financing of Terrorism Act.

We need you to complete these Anti-Money Laundering and Countering Financing of Terrorism Act forms and provide identification and address verification. Please download a Questionnaire and a guide of acceptable identification and address verification.

Identity Documents including Address Verification

In order to verify your identity we need you to provide proof of your IDENTITY and your RESIDENTIAL ADDRESS. Please download the form below to see what is required.