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Home
Our Firm
Contact Us
Research
Download
Subscriptions
- FGN Savings Bond Subscription
Open a CitiTrader Account

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INDIVIDUAL ACCOUNT OPENING FORM

PERSONAL INFORMATION

Title

First Name *

Surname *

Other Names

Date of Birth

Gender *

Marital Status *

CHN (if applicable)

Occupation

Mother's Maiden Name *

Residential Address *

Employment Details *

Citizenship *

State of Origin *

LGA *

Phone Number *

Email Address *

Bank Name *

Bank Account Number *0 / 10

Bank Account Name *

BVN *0 / 11

NEXT OF KIN INFORMATION: (Name, Address, Phone Number, Relationship)

Full Name *

Phone Number (Next of Kin) *

Relationship (Next of Kin) *

Address (Next of Kin) *

DOCUMENT UPLOADS

Kindly upload all documents.

Kindly upload your valid means of ID here. *

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Kindly upload your passport photo here. *

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Kindly upload your recent utility bill( Not later than 3 months old) here *

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Kindly upload your signature here. *

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DECLARATION

That, I,

Full Name *

hereby authorize Atlass Portfolio Limited (APL) to open an investment account for me using the above information provided by me in this form.

I hereby authorize APL to honor all instructions including but not limited to purchases/sales mandates, e-dividends/e-bonuses mandates, etc. emanating from me in writing or through my e-mail address as given in this form.
I hereby confirm that I shall be solely responsible for all orders/transactions done in my name and on my account. Consequently, APL and its officers, Directors and/or Employees shall have no liability, financial or otherwise, and/or suffer any damages arising from my decision/instruction on this account.
I agree to be bound by the terms and conditions governing the operation of this account.
That APL is hereby requested and authorized to act on my instructions with regards to any transactions on the Investment Account.
That all transactions between APL and I shall be subject to the articles, rules and regulations of the Nigerian Stock Exchange (NSE), the Securities & Exchange Commission (SEC), the Investments and Securities Act (ISA) of 1999, and all further regulations/directives passed and as amended from time to time to regulate trades between the parties and to regulate broker/dealer activities.
That my mandates shall be sent through written instruction(s) to APL, and/or via a secured e-mail to info@atlassportfolios.com
That my mandates will only be executed if delivered to APL through any of the aforementioned channels by/or before 8:00am on the intended business day of execution.
That in the event that I submit mandates/amendments/cancellations after the deadline stated above, they may not be executed until the next business day.
That my buy and sell mandates will only be executed based on the prevailing market prices of stocks on the Nigerian Stock Exchange at the time of execution and not a price range.
That my purchase mandates shall not be executed if sufficient funds are not available in my stockbroking account to meet the value of such transaction(s).
That in the event that purchase mandate was erroneously executed in excess of my account balance, APL has a duty to notify me with a view of regularizing my account without any loss to me.
That all sales proceeds of stocks shall bee retained in my investment account except if I advise otherwise in writing, provided that such express instruction(s) is/are not in favor of third parties.
That funds deposited in my investment account with APL, including retained sales proceeds, are not interest bearing. The fund will remain in my investment account until I give an express instruction/mandate authorizing its utilization.
That all investments in securities are subject to market risks and may result in partial or total loss of capital.
That Online trading and subscription services are dependent on internet connectivity, electronic systems, power supply, network availability and other technological infrastructure which may occasionally fail, malfunction, experience delays or become unavailable.
That APL shall not be held liable for any loss, damage, delay, failed transaction, duplicate transaction, data transmission error, system interruption, unauthorized access, hacking incident, communication failure or investment loss arising directly or indirectly from the use or inability to use the platform.
That transactions executed through the online platform are immediate and binding once submitted, and I bear full responsibility for all instructions entered using my account credentials.
That I assume full responsibility for maintaining the confidentiality and security of my login credentials, devices and internet access.
That I understand that the service is provided on an “as is” and “as available” basis without warranties of any kind, whether express or implied.
That I acknowledge that past performance of any investment is not indicative of future returns.
That I agree that my use of the CitiTrader platform is entirely at my own risk.

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Date *

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80, Norman Williams Street Off Awolowo Road S/W Ikoyi Lagos.

Call center: +234 702 500 5058 | info@atlassportfolios.com

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