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Home
Firm Introduction
Our Services
Regulatory Basics
Contact us
Open new Account
Online Form
Download form
Login
Apply form
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1
OPEN NEW ACCOUNT
2
NEW INVESTORS
3
CLIENT AGREEMENT
Account Holder’s Information
Name of primary account holder:
*
Name as it appears on Passport or other ID
Residential address: P.O. boxes are not permitted
*
Address Line 1
Address Line 2
City
State / Province / Region
Postal Code
Afghanistan
Åland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia (Plurinational State of)
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo (Democratic Republic of the)
Cook Islands
Costa Rica
Côte d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran (Islamic Republic of)
Iraq
Ireland (Republic of)
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea (Democratic People's Republic of)
Korea (Republic of)
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia (Republic of)
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia (Federated States of)
Moldova (Republic of)
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine (State of)
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Réunion
Romania
Russian Federation
Rwanda
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin (French part)
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten (Dutch part)
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania (United Republic of)
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom of Great Britain and Northern Ireland
United States of America
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Vatican City State
Venezuela (Bolivarian Republic of)
Viet Nam
Virgin Islands (British)
Virgin Islands (U.S.)
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Country
Mailing address:
Use my residential address details
If difference please detail your mailing address:
Address Line 1
Address Line 2
City
State / Province / Region
Postal Code
Afghanistan
Åland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia (Plurinational State of)
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo (Democratic Republic of the)
Cook Islands
Costa Rica
Côte d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran (Islamic Republic of)
Iraq
Ireland (Republic of)
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea (Democratic People's Republic of)
Korea (Republic of)
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia (Republic of)
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia (Federated States of)
Moldova (Republic of)
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine (State of)
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Réunion
Romania
Russian Federation
Rwanda
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin (French part)
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten (Dutch part)
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania (United Republic of)
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom of Great Britain and Northern Ireland
United States of America
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Vatican City State
Venezuela (Bolivarian Republic of)
Viet Nam
Virgin Islands (British)
Virgin Islands (U.S.)
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Country
Home telephone number:
*
Include country and area code
Cellular telephone number:
*
Include country and area code
Email address:
*
Date of Birth:
*
Nationality:
*
Occupation:
Office telephone number:
Include country and area code
Employer:
Employer
Self-employed
If Self-employed, please detail
Secondary account holder
Yes
No
Relationship to primary holder
Spouse
Family
Friend
Other (specify)
Please specify
Name of secondary account holder
Name as it appears on Passport or other ID
Contact telephone number of this acccount
Please include country and area code
New Investors section >>
New Investors
This is my first investment
*
Yes
No
Please list your investment objectives:
If you select more than one objective, please give number in order to their importance. (please choose a number to prioritize their importance.)
Long term growth with safety (long term capital appreciation with relative safety of principal)
0
1
2
3
4
5
6
Short term growth with high risk (appreciation with acceptance of high risk)
0
1
2
3
4
5
6
Speculative (investment value increased-High)
0
1
2
3
4
5
6
Income (proceeds of trades used as income source)
0
1
2
3
4
5
6
Growth and income (preserve capital as much as possible)
0
1
2
3
4
5
6
Long term growth
0
1
2
3
4
5
6
Or
All of the above
Please explain the differences to me
Please explain the differences to me
Financial Information
Yearly income: Exclude applicable income tax (note: currency denoted in USD)
*
$< - $50,000
$75,000 - $100,000
$150,000 - $300,000
$500,000 - $750,000
$1,000,000 - $2,000,000
$50,000 - $75,000
$100,000 - $150,000
$300,000 - $500,000
$750,000 - $1,000,000
$2,000,000 - $<
Net worth: Exclude primary residence (note: currency denoted in USD)
*
$< - $50,000
$75,000 - $100,000
$150,000 - $300,000
$500,000 - $750,000
$1,000,000 - $2,000,000
$50,000 - $75,000
$100,000 - $150,000
$300,000 - $500,000
$750,000 - $1,000,000
$2,000,000 - $<
Liquid net worth: (note: currency denoted in USD)
*
$< - $50,000
$75,000 - $100,000
$150,000 - $300,000
$500,000 - $750,000
$1,000,000 - $2,000,000
$50,000 - $75,000
$100,000 - $150,000
$300,000 - $500,000
$750,000 - $1,000,000
$2,000,000 - $<
Experienced Investors
If this is your first time investing, you may leave the following section blank
I currently hold investments
*
Yes
No
I have been actively trading for
Not yet
1 year
2 years
3 years
4 years
5 years
6 years
7 years
8 years
9 years
More than 10 years
If yes, select which kind
Options
Stocks
Bonds
Commodities
Other: (specify)
If Other: (specify)
Previous
CLIENT AGREEMENT >>
TRADING ACCOUNT - CLIENT AGREEMENT
i. Contained in this agreement are the terms applicable to the account owner named on this application (client) for purchasing and selling of stocks, bonds, securities, commodities and private placements by Beekman Securities, Inc.
ii. Transactions made on behalf of client are subject to regulations, rules, by-laws, constitution, and normal industry practice relating to the exchanges / clearing houses of each transaction. Client acknowledges that securities will fluctuate in value depending upon market conditions.
iii. Instructions from the client will be either verbal or written concerning transactions that Beekman Securities will carry out on behalf of client.
iv. All written correspondence to client shall be accepted as accurate, unless written objection is immediate, or not longer than 3 days from initial receipt, sent to Beekman Securities by registered mail. All confirmations of trading transactions will be sent by electronic mail (e-mail). Ordinary correspondence will be sent by electronic mail (e-mail). Any change of clients mailing address must be notified to Beekman Securities in writing.
v. Currency “Slip” notices (buy/sell order on trade confirmation) are quoted in the currency applicable to country where the shares are traded and in currency of client resident country. Beekman Securities is not responsible in any way for any losses and/or damages suffered by exchange rate fluctuation.
vi. The directors and/or officers of Beekman Securities cannot be held responsible or liable for any loss and/or damages incurred by client.
vii. The “Trading Account – “Client Agreement” can be terminated by Beekman Securities or client within any thirty days period in writing only with the commencement date being the receiving time of the written notice by the party not causing / requesting the termination. When such period is expired, Beekman Securities will return to client any proceeds of sales made under “best effort” situation, or actual share certificates.
Agree with terms
*
I agree to the terms set in the TRADING ACCOUNT - CLIENT AGREEMENT
(You are required to check this box indicating your acceptance of the terms in order for us to begin your account set up. Failure to check this box will result in your having to resubmit this form with your acceptance.)
Primary Account Holder
Date / Time
*
Date
Time
Name
*
First
Last
Signature
Click or drag a file to this area to upload.
Please upload you signature
Secondary Account Holder
Date / Time
*
Date
Time
Name
*
First
Last
Signature
Click or drag a file to this area to upload.
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