International Client Application Form
About this ApplicationThis is an International Client Application Form. Please read it carefully, as you select products and services, please advise the best way to communicate with us, and agree to certain provisions that will govern our relationship. Once accepted, this application and all accompanying or supplemental documents form the entire agreement between us for this account. Unless otherwise indicated in this application, the words “you,” “your,” “yourself,” and “yours” mean the applicant(s). The words “we,” “us,” and “our” mean Genesis Capital Group Limited in Genesis Capital Group Limited and our branches, subsidiaries, and affiliates.
Getting StartedPlease complete and sign this application and submit along with any required supplemental forms identified through this application process.
In order to complete this application, you will need the following information:
- Identification information, such as a driver’s licence, passport, or another type of government-issued identification
- Social Security Number
- Information about your annual income, debt, expenses, and net worth
- Fields marked with red * are required.
The above information helps us comply with various securities regulations and rules and the USA Patriot Act information (Required by Federal Law), a Federal law that requires all securities firms to obtain, verify, and record information that identifies each applicant. The information also helps us more fully understand your investment profile and identify what types of investments or strategies may be suitable for you. Please note: if we cannot verify the information you provide, we may be required to restrict or deny your account.
Please remember to notify us if you experience a significant life change, such as the birth of a child, marriage, divorce, death of a spouse, loss of a job, change in financial situation, etc.
Important Information: Please note that the value of investments, and any income derived from them, can decrease as well as increase so you could get back less than you invest. If you are unsure of the suitability of any investment, please seek advice from your tax or legal adviser. Tax regulations can and do change, and the value of any benefits depends on your circumstances.