Become A Client

How to become a client

Take advantage of our expertise

To become a client of Herrand Associates is both easy and rewarding. Read the following instructions and apply for inclusion as a client.


New client application procedure:

1. Click on the link here to download the New-Client Account Application.

2. Fill out all sections of the application and kindly provide your signature.

3. Kindly send back the application to the Herrand Associates email address: info@herrandassociates.com

4. We will duly notify you regarding your application status within 24 working-hours of our receipt.

Note: Applicants may at times be requested to submit additional documentation to facilitate the account opening procedure. Please be reminded that this is a legal requirement and is protected by our Privacy Statement.


For any problems or more assistance on the account opening procedure, please get in touch with us or your adviser directly.


Online Application Form

Choose your type of account

Corporate Name (if applicable)

INDIVIDUAL ACCOUNT HOLDER



JOINT ACCOUNT HOLDER



FINANCIAL INFORMATION

Investment Experience

Futures
Commodities
Stocks/Bonds
Other

Financial Objectives


Other

By clicking the "I AGREE" button, you agree to be bound by the Terms and Conditions of this Agreement .



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