Acuity Partners

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INDIVIDUAL INVESTORS

RESIDENT SRI LANKANS

Required Supporting Documents
  • A clear photo copy of the National Identity Card (NIC).
  • If the NIC is not available a copy of a valid Passport as at the date of the Account being opened at the CDS.
  • If the account is a joint account, a clear cop of the NIC/ Passport of both clients should be provided.
  • Copy of most recent utility bill or bank/credit card statement received to the residential address given in the application received in the past
  • three months (if the permanent address differs from the Address given on the NIC).
  • Bank Book / Bank Statement to prove the bank account mentioned.
Required Forms
Note
  • If amendments are done when filling the forms, a signature is
  • required by the client for all alterations.
  • It is mandatory for applicants to indicate dividend
  • disposal instructions
  • It is mandatory for applicants to indicate contact details
  • (Mobile Number and Email address)
  • If the account is to be opened using a Power of Attorney
  • (POA) a copy of a valid POA is required.
Once the form is filled, please send it to info@acuity.lk
If you have any difficulties on filling the forms , please reach us via info@acuity.lk

NON RESIDENT SRI LANKANS

Required Supporting Documents
  • A copy of valid Sri Lankan Passport
  • Copy of Utility bill / Credit Card Statement / Bank Statement issued within the last three months Proof of Permanent/Residential Address
  • SIA (Securities and Investment Account) details with documentary proof.
Required Forms
Note
  • If amendments are done when filling the forms, a signature is
  • required by the client for all alterations.
  • It is mandatory for applicants to indicate dividend
  • disposal instructions
  • It is mandatory for applicants to indicate contact details
  • (Mobile Number and Email address)
  • If the account is to be opened using a Power of Attorney
  • (POA) a copy of a valid POA is required.
Once the form is filled, please send it to info@acuity.lk
If you have any difficulties on filling the forms , please reach us via info@acuity.lk

NON SRI LANKANS

Required Supporting Documents
  • A copy of valid Passport.
  • Copy of Utility Bill / Credit Card Statement / Bank Statement issued within the last three months Proof of Permanent/Pesidential Address
  • SIA (Securities Investment Account) details with documentary proof.
Required Forms
Note
  • If amendments are done when filling the forms, a signature is
  • required by the client for all alterations.
  • It is mandatory for applicants to indicate dividend
  • disposal instructions
  • It is mandatory for applicants to indicate contact details
  • (Mobile Number and Email address)
  • If the account is to be opened using a Power of Attorney
  • (POA) a copy of a valid POA is required.
Once the form is filled, please send it to info@acuity.lk
If you have any difficulties on filling the forms , please reach us via info@acuity.lk