Finding the right advice that perfectly balances your financial goals and expectations can be difficult considering the large number of financial products and services offered today. United Investment's advisors use their expertise to identify products and services that align and complement their clients' financial strategies.
Congratulations on taking that first step.
Open an Account - Client Application Form
United Investment Limited (“UIL”) 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 as requested and a member of our onboarding team will contact you to confirm if/what additional information is required and what ID's to provide.
What happens next?
Once we have received you basic account application, an onboarding specialist will review and revert back with the required documents as pertaining to our AML rules and regulations.
United Investment Limited (“United Investment”) believes the information provided by it on this website is reliable but does not guarantee its accuracy, timeliness or completeness and it is subject to change without notice. Certain information provided on this website through links or otherwise is provided by third parties. United Investment disclaims liability or responsibility from any use or interpretation of, or reliance upon, such information and makes no representation about its accuracy, timeliness or completeness.