+855 10 883 616
info@pallasbrilliantinvestment.com

Customer

Application Form

Application Form

Online Application Form: Pallas Brilliant Investment :


Specifically tailored for individual investors, our fully managed trading account offers professional money management as well as access to our proprietary research through a number of small-cap stocks.


Key Benefits


  • Professional account management by a dedicated team of Institutional Traders and Money Managers
  • Exclusive access to Strategic Trading Advisers, not normally available to retail investors
  • Access to your trading account 24/7 via our online platform
  • Enjoy the same benefits as our Institutional Traders, such as purchase discounts and instant trade execution
  • A personal, one-on-one relationship with an assigned Trading Account Manager

Secure Online Account Access


As a retail client, you can enjoy secure access to your trading account online day and night, giving you instant access to your account when it's convenient for you. Once logged-in, you can view a summary of past, current and open trades as well your account balance, all displayed in real-time. In addition, trading and account balance data is downloadable direct from your online account in either a monthly, quarterly or annual account statement format. Your on-line account is also linked directly to your assigned Account Manager, providing a direct, two-way communication link when you need a quick response.

Note: The Pallas Brilliant Investment online account facility is available at no charge.

How to Apply


To apply for a trading account, please complete the online form below. When finished, click the 'SUBMIT FORM' button to return to us for processing. New accounts are normally activated and online within 24 hours.

Need Help Opening an Account?


If you have questions about opening a new account, please contact Client Support for assistance.

Please Note: Parts 1, 2, 3 and 5 of the form must be completed. Part 4 is optional.


1. Account Registration Details
Account Type:
Registered Account Name:
This Account Will Trade:
Account Management:
Source of Trading Account Funds:
Transferring from an existing
broker to Pallas Brilliant Investment?:

2. Account Security Question
In line with our policy on Client Account Security, please provide the answer to a security question below. You may be asked to provide this information should you need to reset your online account log-in details to confirm you are the registered account holder of record. Please make a note of all your log-in credentials and keep them in a safe place, and never disclose your log-in details to any person not associated with your account.

Security Question:
Your Answer:

3. Personal Information (Primary Account Holder)
Title:
First Name:
Middle Name:
Surname:
Date of Birth (DD MM YYYY):
Current Address:
City, State:
Postal Code:
Country of Residence:
Citizenship:
Preferred E-Mail Address:
Alternative E-Mail Address:
Preferred Contact Phone No:
Alternative Phone No:
Current Employment Status:
Employment Industry/Sector:
Employment Industry/Sector:

4. Additional Information (Optional)
Annual Income (USD):
Liquid Net Worth (USD):
Your Trading Experience:
Experience Trading Specific Equities:
Amount Currently Invested (USD):

Customer Agreement


In consideration of Pallas Brilliant Investment acting as broker and accepting one or more accounts to trade stocks, equities, bonds, commodities, futures, options on futures, currencies, over-the-counter or other market/exchange financial products for the undersigned ("Customer"), it is agreed with respect to all accounts, whether upon margin or otherwise, which the Customer now has or may at any future time have with Pallas Brilliant Investment including accounts from time to time closed and then re-opened, as follows:

Classifications


Pallas Brilliant Investment is your Introducing Broker. Pallas Brilliant Investment will introduce your account, as necessary, to a clearing firm of mutual choosing. We are responsible for accepting Customer's orders and executing transactions, for receipt, delivery and protection of Customer's funds and property and for maintaining books and records concerning Customer's account. As Customer's Introducing Broker, Pallas Brilliant Investment is responsible for opening and servicing Customer's account, communicating with Customer on all matters concerning Customer's account and in some cases accepting and transmitting orders for Customer's account.

Commission and Fees


Customer agrees to pay a commission, as applicable, to cover services and risk in servicing Customer's account.

The commission amount that a Customer pays will be determined and negotiated between Pallas Brilliant Investment and Customer, and will reflect the amount of personalized service and management that Customer may need or be provided with as well as the risk associated with Customer's account/accounts. From time to time, commissions may be re-evaluated or re-negotiated, but not without Customer's prior notification of said change.

5. Acknowledgement and Acceptance
By checking this box and by typing my/our signature(s) below and forwarding this application form to Pallas Brilliant Investment via the Internet, I/we acknowledge, understand and agree to the Customer Agreement as set forth above and verify that all information submitted in this application to be true and correct. Further, I/we understand and agree that my/our electronic signature(s) is/are the equivalent of a manual signature and that Pallas Brilliant Investment may rely upon it/them as such.

Primary Account Holder:
Secondary Account Holder:
Date (DD MM YYYY):

Contact Us

PALLAS BRILLIANT INVESTMENT


+855 10 883 616

info@pallasbrilliantinvestment.com



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