United Investment Limited

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.

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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.

TYPE OF ACCOUNT AND SERVICE REQUIRED

What type of service do you require from UIL?:

Type of Application:

Do you have a preferred Broker at UIL? (If unknown, then leave blank):

Name of referrer (If applicable):

YOUR PERSONAL DETAILS

First Applicant

Second Applicant

Title (Mr, Mrs, Miss, Other):

Forename

Middle Name

Surname

Maiden Name/ Previous Surname

Gender

Preferred Name

Marital Status

Date of Birth

Town, or City of Birth

Country of Birth

Country of Residence

Country/s of Taxation

Highest Rate of Tax

1st Nationality

NI Number

1st Nationality ID Number

CURRENT ADDRESS DETAILS

First Applicant

Second Applicant

House Name/No.

Street Name

Town or City

County/ State

Post/Sort Code

Country

Date Moved to Current Address

At address less than 3 years?

(If 'Yes' please provide details of your previous address)

(If 'Yes' please provide details of your previous address)

CONTACT DETAILS

First Applicant

Second Applicant

Home Phone (inc Country Code)

Work Phone (inc Country Code)

Mobile Phone (Inc Country Code)

Home Email

Work Email

Other Email

(Please tick your preferred telephone and email contacts in the appropriate box)

DECLARATIONS

I/We understand that United Investment will rely on the information provided in opening this account and represent that the information is correct and complete.

I/we agree to notify you promptly of any material change to my/our circumstances.

I/We understand that, for my/our own benefit and protection I/we should read UIL’s Terms of Business carefully before signing this application form, including but not limited to, the risk warnings and disclosures, the order execution policy and the charges.

I/We understand that I/we will be bound by these Terms of Business and if I/we do not understand any point then I/we should ask for further information before signing and returning this application form.

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.

Alternatively, you can download the account application here and forward to: newaccounts@unitedinvest-hk.com 

Contact Us

Three Exchange Square, Connaught Road, Central, Hong Kong

contact@unitedinvest-hk.com

+(852) 3002 2737

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.

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