Useful Forms

Client Update Forms

img-adobe-logo Client Update Form – Personal Advisory  Account
img-adobe-logo Client Update Form – Personal Execution Account 
img-adobe-logo Client Communications Preferences Form

Cantor Account Opening Forms

Client Asset Key Information Document

img-adobe-logo Client Asset Key Information Document

Personal – Account Opening Forms

img-adobe-logo Retail – Execution Only Account Opening Form
img-adobe-logo Retail –  Advisory Account Opening Form
img-adobe-logo Retail – Discretionary Account Opening Form
img-adobe-logo Professional – Execution Only Account Opening Form
img-adobe-logo Professional – Advisory Account Opening Form

Pension Product – Account Opening Forms

img-adobe-logo Retail – Execution Only Account Opening Form
img-adobe-logo Retail – Advisory Account Opening Form
img-adobe-logo Retail – Discretionary Accunt Opening Form
img-adobe-logo Professional – Advisory Account Opening Form
img-adobe-logo Professional – Execution Account Opening Form

Cantor Fitzgerald Approved Retirement Fund (ARF) and Approved Minimum Retirement Fund (AMRF) – Account Opening Forms

img-adobe-logo ARF AMRF – Execution Only Account Opening Form
img-adobe-logo ARF AMRF – Advisory Account Opening Form
img-adobe-logo ARF AMRF – Discretionary Account Opening Form

Corporate – Account Opening Forms

img-adobe-logo  Retail – Execution Only Account Opening Form
img-adobe-logo  Retail – Advisory Account Opening Form
img-adobe-logo  Retail – Discretionary Account Opening Form
img-adobe-logo  Professional – Execution Only Account Opening Form
img-adobe-logo  Professional – Advisory Account Opening Form

Charity, Foundation, Religious Order – Account Opening Forms

img-adobe-logo  Retail – Advisory Account Opening Form

Probate – Account Opening Forms

img-adobe-logo Retail – Execution Only Account Opening Form

Self Directed Pension – Account Opening Forms

img-adobe-logo Friends First – Execution Only Account Opening Form
img-adobe-logo Friends First – Advisory Account Opening Form
img-adobe-logo Friends First Investment Instruction Form (Structured Products)
img-adobe-logo Zurich – Advisory Account Opening Form

Share Scheme – Account Opening Forms

img-adobe-logo Share Scheme – Execution Only Account Opening Form

Other Forms

Structured Products

img-adobe-logo Structured Product Application Form – Private Clients (Personal Investors)
img-adobe-logo Structured Product Application Form – Private Clients (ARF AMRF Pension Investors)
img-adobe-logo Structured Product Application Form – Intermediary Clients (Personal Investors)
img-adobe-logo Structured Product Application Form – Intermediary Clients (ARF AMRF Pension Investors)

CREST

img-adobe-logo CREST Transfer Form
img-adobe-logo Crest Change of Sponsor Form
img-adobe-logo Crest Admission Agreement Form

Stock Transfer Forms

img-adobe-logo Stock Transfer Form (Ireland)
img-adobe-logo Stock Transfer Form (UK)

Green Effects Fund

img-adobe-logo KIID
img-adobe-logo Prospectus
img-adobe-logo Green Effects Execution only
img-adobe-logo Green Effects Advisory

Other Forms

img-adobe-logo Bank Details Form
img-adobe-logo Intermediary Bank detail form
img-adobe-logo Updating Bank Details