Client Application

Bartis Investment Limited (“Bartis HK”) is required to take appropriate steps to ensure we are aware of any facts about your financial position, investment objectives and risk profile that we might reasonably need to know in order to assess the suitability of our advice. By completing the application in its entirety, you will enable us to comply fully with regulatory requirements. We will ask you to update this information from time to time, but in the interim, it is important that you notify us immediately of any material change in your circumstances as this may affect the suitability of any investment decision or recommendation we make.

Please complete all sections of the form and provide proofs as requested and a member of our onboarding team will contact you.

Bartis HK Account Application

By completing the application in its entirety, you will enable us to comply fully with regulatory requirements. We will ask you to update this information from time to time, but in the interim, it is important that you notify us immediately of any material change in your circumstances as this may affect the suitability of any investment decision or recommendation we make.

SECTION 1 - YOUR DETAILS

First Applicant

(If applicable)
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Write in full. (Please note C/O or P.O. Box is not acceptable)

 

Second Applicant (If applicable)

(If applicable)
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Write in full. (Please note C/O or P.O. Box is not acceptable)

CORRESPONDENCE DETAILS

Please note that any correspondence we are required to send to you will be sent to the address you provide here. If no correspondence address is provided, we will use the current residential address of the first applicant.

First Applicant

Please include currency symbol
Please provide details of your last employment before retirement or unemployment.

Second Applicant (If applicable)

Please include currency symbol
Please provide details of your last employment before retirement or unemployment.

SECTION 2 - INVESTMENT PORTFOLIO DETAILS

FINANCIAL PROFILE:

OTHER INVESTMENTS:

Please provide us with additional information about your other investments to help us more fully understand your investment profile and identify what types of investments or strategies may be suitable for you.

SECTION 3 - APPLICANT(s) and BARTIS ADVISOR DECLARATION

I/We confirm that I/we have the necessary powers to take out this Client Portfolio Account and enter into a relationship with Bartis Investment Limited.

My/our signature(s) below confirm(s) that: I/We declare that the information supplied in this application is complete and correct to the best of my/our knowledge and belief at the time of this declaration.

I/We agree to provide Bartis Investment Limited with any further information as may be required.

I/We agree to notify Bartis Investment Limited of any material changes in the information provided in this application including but not limited to, changes in personal details, which may occur after the date of this application.

I/We agree/disagree to Bartis Investment Limited using my/our personal information for marketing purposes. If you do not make any selection, we will deem you to have given permission for your information to be used as described. You may change your mind at any time about receiving marketing messages by contacting us as described in the Bartis Investment Limited T&Cs.

I/We confirm that I/we have read and understood the Bartis Investment Limited T&Cs.

First Applicant

First Applicant Singed Here
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Second Applicant (If applicable)

Second Applicant Singed Here
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If your signature has changed on your passport, please complete a specimen signature form and attach the original to this application

Click or drag a file to this area to upload.
Please upload related photographs and documents in the following formats (DOC, DOCX, JPG, PNG, PDF)

Application Form