Becoming a Client

Client application procedure

The first step to becoming an Aichi International Asset Management client is to discuss your investment objectives and attitude towards risk with an Aichi International Asset Management investment specialist.

The discussion will take the form of an interview, which will be lead by one of our own, in-house investment specialists. At this stage you may be subject to questions about your financial position that appear intrusive, however we can not stress enough the importance of opening up and disclosing the answers to the questions.

Aichi International Asset Management will not disclose your information to a third party. The process is simply to determine the best financial strategy for you based on your financial postion.

The process also ensures that both yourself and our investment specialist gain a full understanding of where the relationship will lead in terms of the following;

  • Your future financial requirements
  • Your current financial position
  • Time to maturity
  • Investment preferences
  • Attitude towards risk

Download and print the Account Opening Forms

Please click the link to download the Account Opening Forms:Click here

The Aichi International Asset Management Account Opening Forms have been prepared in Adobe Acrobat PDF format. To open and print the forms you will need to have the Adobe Acrobat Reader software installed on your computer. If you do not have the applicable software, you can download and install a free version of the software from the Adobe website. Please click here link to activate this process.

If you face any difficulties when downloading the Account Opening Forms, please contact your investment specialist for further assistance.

Completing the Account Opening Forms

All applicants are required to complete and return the Account Opening Forms. Please take the time to read and understand the terms and conditions on Page 2 of the document. Aichi International Asset Management will regard completed applications as consent that the terms and conditions have been read and fully understood. If you have any queries regarding this section, please contact your investment specialist for further clarification.

Important: Please make sure that all required sections are signed and dated. Failure to complete the required sections may cause a delay with your application.

You can return the completed application using the contact details below;

Supporting documentation

To comply with Anti-Money Laundering regulations, you may be required to provide additional documentation, such as a proof of identity and/or proof of address. Aichi International Asset Management will not disclose any of this information to any third party.

Account Confirmation

Once the complete application forms have been returned and assessed, you will be contact by your investment specialist with information as to whether the application was successful or if further documentation is required (see 3. Supporting Documentation).

Upon successful approval, your investment specialist will welcome you as an Aichi International Asset Management client and will begin to discuss the next step in the relationship.

Contact Aichi International

For more information on how you could benefit from becoming an Aichi International Asset Management client, please feel free to contact us and we will be happy to assist.

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