Resources for our members

Mutual funds and Scholarship plans

Account opening form

In group savings and scholarship plans, the advisor must fill out an account opening form before accepting an order. The form should typically include the following information:

  • Client’s name, address and phone number
  • Client’s occupation and employer’s name, address, and phone number
  • Client’s age
  • Client’s annual income and net worth
  • Advisor’s name
  • Signature of the manager who approved the account
  • Client’s investment objectives and level of investment knowledge

This form is not a substitute for the collection of necessary information for a full understanding of the client, nor does it replace the investor profile. The advisor should consult the page Investor profile (link) for more details on specifications to obtain to complete the understanding of a client who has an investment objective.