Account Application
Welcome to the MJR Investment account registration form for Partnership Clients. The Partnership Account is designed for two or more individuals who wish to invest jointly, whether as family members, spouses, or business partners. This account allows shared ownership and participation, ensuring all account holders have equal access to advisory and brokerage services.
To complete the document, each applicant will need to provide their details and supporting documents. The application form is structured into four sections:
- Personal Information – Provide your basic details so we can identify and communicate with you.
- Identity / KYC – Upload identification documents in accordance with Know-Your-Customer (KYC) and anti-money laundering (AML) regulations.
- Compliance – Answer a few questions regarding your financial background, investment experience, and risk profile to ensure suitability.
- Agreement – Review and accept the terms and conditions of your account before submission.
Completing this application should only take a few minutes. All information provided will be kept strictly confidential and used solely for account verification and compliance purposes in line with our Privacy Policy.
PLEASE NOTE: All account holders are jointly and severally liable for any obligations, liabilities, or actions arising from the use of this account. It is the responsibility of all account holders to ensure ongoing communication and coordination regarding account activity.