CSS Classic

Client funds are held, settled and clear through Jarvis Investment Management Ltd.

Access the documentation referred to below here: Retail Client Agreement, CSS Classic Fees & Charges, or visit the Resource Centre for all supporting documents

Account Application

Your Personal Information

Name as on passport

Address
Address Line 1
Address Line 2
Town/City
County
Postcode
Please list all

Contact Details

Including country and area code
Including country and area code

Investment

Bank Account Details

Declarations

Data Protection

To comply with the UK Money Laundering Regulations, we are required to collect information about you and to undertake checks on your identity and residential address, including accessing and using information held in database or other electronic format through other agencies. We may also request further supporting documentation from you to verify these details. Your information may be disclosed to law enforcement agencies and other relevant organisations for crime detection and prevention purposes. We will add your personal data and details (including email details) to our database.

If you do not consent to the use of your personal data in this way, we are unable to consider your application. By submitting the completed application form to us, you consent to the use of your information as indicated.

Declaration

I declare that:

  • I understood the nature and the risk of the product(s) that I intended to trade in this account;
  • I act in my name as specified on this application form and not on behalf of another party in respect of all matters related to this
    account. Accordingly, all funds to be deposited and transacted on the account are my own funds;
  • I am not aware that I have any health or other conditions that may affect the proper operation of the account;
  • I have provided true, accurate and complete information and undertake to update Collins Sarri Statham Investments Ltd of any changes to
    the information provided without delay;
  • I accept that in certain circumstances Collins Sarri Statham Investments Ltd will be obliged to share information with UK tax
    authorities, who may pass it on to other tax authorities.
  • I have, read and understood the following:
    • Order Execution Policy,
    • Conflict of Interest Policy,
    • The fees and charges summary
    • The client agreement
  • I consent to the Order Execution Policy and for any orders to be executed outside a regulated market or a multilateral trading facility;·
  • I consent for any unexecuted limit orders not to be made public; and
  • I accept and agree to be bound by the terms provided above and consent to such terms and information including future updates to these be
    provided to me.
  • I hereby authorise Collins Sarri Statham Investments Ltd to disclose information about my account(s) with Jarvis Investment Management Ltd as detailed in the client agreement.

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