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• Personal Account Opening Form
• Corporate Account Opening Form
• Withdrawal Request Form
• Internal Transfer Form
• Interest Free Addendum
• Additional Account Form
• Limited Power of Attorney to Fund Manager
• Power of Attorney Form
• Update Client info Form
• Fee Payment Authorisation

• Professional Terms of Business – Q3-2021
• Professional Terms of Business – Q2-2021
• Professional Terms of Business – Q3-2019
• Professional Terms of Business – Q4-2018
• Complaint Policy and procedures
• Conflict of interest Policy
• Anti-Money Laundering Policy
• Margin Policy
• Treating Customers Fairly
• Order Execution Policy
• Order Allocation Policy
• PEP Policy
• GDPR privacy
• RTS 28