Straightforward Account Opening

Establishing Terms of Business with TAM

In order to introduce clients you must be a recognised financial advisor with terms of business established with TAM.

To confirm your status or to set up terms of business please contact our advisor support team: 
+230 454 6400  or  support@tamint.com

Opening client accounts

Opening a client account with TAM is simple and straight forward.

STEP 01

Complete our Risk Profile Questionnaire and Proposal Request Form

Our risk profile questionnaire is a useful tool to aid you in determining your clients risk profile.  Our proposal request form gathers all the initial information we need to generate a customized client pre-investment proposal.

STEP 02

We will return to you our comprehensive and customized Pre-Investment Proposal

Our pre-investment proposals are personalised to you and your client and outline:

  • The chosen risk profile
  • How we will manage the portfolio
  • Our investment and research process
  • Who we are and importantly who will be managing the portfolio
  • Fees and costs
  • Our market outlook
  • A summary of all the funds within the portfolio

We aim to return your report within three days or earlier if urgent.

STEP 03

Our Account opening forms are simple and are contained within the pre-investment proposal

All you need send us is the completed and signed Costs, Client and Advisor pages plus the required client due-diligence documents.

We usually request soft copy to be sent with originals to follow.

Required KYC documents:

  • Passport

Plus one of either:

  • Bank Statement
  • Credit card Statement
  • Utility Bill

Documents must be certified and no more than 3 months old.

STEP 04

We will promptly send you the clients account details and online log-in information.

  • Once the account is opened it can be funded by electronic transfer or in-specie transfer.
  • Online portfolio valuations are then available 24 hours a day.

TAM ADVISOR SUPPORT 

Telephone : +230 454 6400  /  Facsimile : +230 454 5413  /  Email : support@tamint.com