Account Opening form

To get you started with our services, please provide us with the necessary information applicable to your desired account type below.
Account Type
*Joint Tenants with Right of Survivorship - If one owner dies, his/her interest passes to the surviving owner(s).
*Tenants in Common - If one owner dies, his/her interest passes to his/her estate (50/50, unless otherwise noted).
*Other - Contact Omega Management to obtain additional documents that must accompany this application. Certain restrictions may apply.
Full Legal Name
Home Address
Country of Citizenship
Photo of Government issued ID or Passport

Securities industry regulations require that we request the following information:

Investment Profile
Investment Experience
Please share your trading experience in number of years for the following asset classes below:
Investment Goals
Investment Objective Definitions: Capital preservation: The objective of capital preservation is to protect your initial investment by choosing investments that minimize the potential of any loss of principal. The long-term risk of capital preservation is that the returns may not be adequate to offset inflation. Income: The primary objective of an income strategy is to provide current income rather than long-term growth of principal. Growth: The objective of a growth strategy is to increase the value of your investment over time with recognizing a high likelihood of volatility. Speculation: A speculator's objective is to assume a higher risk of loss in anticipation of potentially higher than average gain by taking advantage of expected price changes.