Application Form - Hennessy and Associates
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Application Form

About you

(If you have one)
(e.g Mr/Mrs/Miss/Ms/Other)

Tax Residency

If you have any questions about your tax residency, please contact your tax advisor. Should any information provided change in the future, please ensure advise us of the changes promptly.
Please indicate if there is any other country in which you are resident for tax purposes.

Additional Account Holder

Institutional Investors

Please enter the Investor's Details here:

Tax Residency

If you have any questions about your tax residency, please contact your tax advisor. Should any information provided change in the future, please ensure advise us of the changes promptly.
Please indicate if there is any other country in which you are resident for tax purposes.

Additional Account Holder

(If applicable)

Choosing your Investments

You can use this application form to invest in various stocks, ETFs, or mutual funds. Please use the space below to choose your investments

Client Agreement Form

Read the client agreement form below. You are required to download and upload a signed copy of the document to continue submission of your account.
Download Client Agreement
Please read this section carefully before you sign and date below.

We (Hennessy and Associates) will setup your account in accordance with the information you have provided in this application form and the Hennessy and Associates Client Agreement. Please read this form and our Hennessy and Associates Client Agreement carefully because we will rely on them in all our dealings with you. Please contact us if there is anything you don’t understand.

We will use your personal information to setup and administer your account. We may only pass your information to our third party service providers, or to legal or regulatory bodies.

To: Hennessy and Associates

I/we appoint Hennessy and Associates as my/our Plan Manager. in the operation of my/our Hennessy and Associates Investment Account.

I/we agree that the Hennessy and Associates Investment Account will be operated in accordance with the Hennessy and Associates Client Agreement contained in the current Hennessy and Associates Client Agreement document.

I/we agree to inform you immediately of any change in my/our circumstances affecting any of the information in this form.

I/we declare that the information provided on this form is to the best of my/our knowledge and belief accurate and complete. I/we confirm that I/we are accountable to the relevant legal Tax and Exchange control regulations in force in the countries of my/our citizenship, residence or domicile.

I/we confirm that I am/we are 18 years of age or over and that l/we have read and agree to the Hennessy and Associates Client Agreement.

This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them together with the separate Hennessy and Associates Client Agreement document. If you do not understand any of these points please ask for more information.

Please note all correspondence should be sent to clientrelations@hennessyandassociates.com.

Upload Valid Identification Documents

You are required to upload valid identification details as proof of your identity
Valid ID e.g. Passport, License, Birth Certificate, National Identity Card