Account Opening Application

Select Your Account Structure

Choose the legal structure for your investment portfolio. You can manage multiple entities under our wealth platform.

Individual

Single accountholder with direct ownership, full portfolio control, and standard tax reporting.

Joint Account

Shared portfolio ownership between two individuals with rights of survivorship or tenancy.

Corporate

For incorporated businesses, LLCs, and institutions seeking treasury and corporate advisory services.

Trust & Estate

Dedicated structure for revocable/irrevocable trusts, foundations, and estate wealth preservation.

Personal & Contact Details

Please provide your legal personal and contact information as indicated on your official passport or identification document.

Primary Accountholder

Title *

First Name *

Middle Name (Optional)

Last Name *

Email Address *

Mobile Phone *

Home Phone (Optional)

Office Phone (Optional)

Date of Birth *

Mailing Address *

City *

Postal / Zip Code

Country of Residence *

Nationality *

Marital Status

Joint Accountholder Details

Title

First Name

Middle Name

Last Name

Email Address

Mobile Phone

Home Phone

Office Phone

Date of Birth

Mailing Address

City

Postal / Zip Code

Country

Nationality

Financial Background & Investment Profile

To meet global regulatory suitability standards, please estimate your financial status and investment preferences.

Annual Income (USD) *

Liquid Net Worth (USD) *

Total Net Worth (USD) *

Investment Experience (Select all that apply)

Stocks & Equities Bonds & Fixed Income Futures & Options Commodities & Metals Managed Funds ETFs / Unit Trusts

Other Asset Classes

Investment Objectives

Capital Preservation & Income Focus on steady dividend/coupon payouts with low volatility. Long-Term Growth Capital appreciation across global equity and sector leaders. Balanced (Income & Growth) Diversified multi-asset strategy balancing yield and upside. Active Trading & Speculation Shorter-horizon opportunistic and market movement strategies.

Risk Tolerance

Conservative Minimizing capital drawdown is the top priority. Moderate Willing to accept moderate fluctuations for higher long-term return. Aggressive Prepared for significant volatility in pursuit of superior returns.

Do you have accounts with other Brokerage Firms?

Regulatory Disclosures & Terms

Please complete the conflict of interest disclosures, review the account terms, and submit your application.

Conflict of Interest Disclosures

1. Are you affiliated with or employed by a stock exchange, broker-dealer, or any financial services firm?

2. Are you a director, 10% shareholder, or policy-making officer of a publicly traded company?

3. Are you currently a politically exposed person (PEP) or hold a decision-making position in government?

Special Instructions or Message to Advisor (Optional)

Account Terms & Conditions

1. Parties & Governing Authority. In this Agreement, "You" and "Your" refers to the individual(s), corporation, or trust opening this account. "We", "Us", and "Our" refers to Markwell Invest / MK International Invest Limited, its affiliates, officers, and licensors.

THE FOLLOWING CONSTITUTES A LEGALLY BINDING CONTRACT. BY SUBMITTING THIS APPLICATION, YOU AGREE TO COMPLY WITH AND BE BOUND BY ALL TERMS AND CONDITIONS HEREIN.

2. Trade Execution & Best Efforts. We execute purchase and sale orders on a best-efforts basis according to your authorization. No trade warranty is guaranteed until official electronic order confirmation is delivered.

3. Delivery & Settlement. You agree to provide sufficient settled funds and valid legal documentation for all transactions by their stipulated settlement dates.

4. Fee Schedule. Standard advisory and transaction fees apply as published in the schedule of rates. Portfolio management services are charged at the agreed baseline schedule.

5. Risk Disclosure. All investments carry market risk, including potential loss of principal. Historical returns do not guarantee future portfolio performance.

6. Data Confidentiality & AML Compliance. We safeguard your data using financial-grade encryption in strict compliance with applicable Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations.

I confirm that all information provided in this application is true, accurate, and complete. I have read, understood, and agree to be bound by the Markwell Invest Account Terms and Conditions.