open an account

Use our digital client on boarding platform to register online from the comfort of your home.

Use our digital client on boarding platform to register online from the comfort of you home.

Documents for individual client registration (Local investors/Dual citizens)

Click here to download all

Account opening – Individual Clients

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Annexure – Individual Registration

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Application for Real Time SMS/Email Notification

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Indemnity for Email/Fax – Individual clients

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Standard Services Agreement (SSA)

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Master Repurchase Agreement (MRA)

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Customer Agreement of Government Securities (CAGS)

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Declaration for the Prevention of Money Laundering Act, No.5 of 2006

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DOCUMENTS TO BE SUBMITTED for the account opening

Copy of National Identity Card (NIC)/ Passport (PP)/ Driving License (DL)
Copy of Visa / Permit in the case of accounts for non – resident customers
Copy of recent Utility Bill/ Bank Statement if the current address differs from the address denoted in the NIC/ PP/DL
Copy of NIC/PP of the person giving instructions

Documents Required for Corporate Client Registration

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Account Opening – Corporate Clients

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Standard Services Agreement (SSA)

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தமிழ்

Master Repurchase Agreement (MRA)

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தமிழ்

Customer Agreement of Government Securities (CAGS)

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தமிழ்

Declaration for the Prevention of Money Laundering Act, No.5 of 2006

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Common KYC – Directors or Governing Officers

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Auction Fee Structure Declaration

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Documents for individual client registration (Local investors/Dual citizens/FOREIGN NATIONALS)

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Account opening – Individual Clients

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Joint Client Demise Declaration

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Standard Services Agreement (SSA)

සිංහල

தமிழ்

Master Repurchase Agreement (MRA)

සිංහල

தமிழ்

Customer Agreement of Government Securities (CAGS)

සිංහල

தமிழ்

Declaration for the Prevention of Money Laundering Act, No.5 of 2006

සිංහල

தமிழ்

Auction Fee Structure Declaration

සිංහල

தமிழ்

Documents Required for Corporate Client Registration

Click here to download all

Account Opening – Corporate Clients

සිංහල

தமிழ்

Annexure – Corporate Registration

සිංහල

தமிழ்

Application for Real Time SMS/Email Notification

සිංහල

தமிழ்

Indemnity for Email/Fax – Corporate Clients

සිංහල

தமிழ்

Standard Services Agreement (SSA)

සිංහල

தமிழ்

Master Repurchase Agreement (MRA)

සිංහල

தமிழ்

Customer Agreement of Government Securities (CAGS)

සිංහල

தமிழ்

Declaration for the Prevention of Money Laundering Act, No.5 of 2006

සිංහල

தமிழ்

Certified Copy of Name Change Certificate (if applicable)

Board Resolution (specimen)

DOCUMENTS TO BE SUBMITTED for the account opening

Certified copy of Certificate of Incorporation
Up-to-date certified copy of Memorandum & Articles of Association
Duly certified true copy of the Board resolution certifying that it is duly adopted at a duly constituted meeting of the Directors of the Company
The Board Resolution should include the following information:
1. Board of Director’s authorization to open an account with WealthTrust Securities Limited
2. Authorized signatory list for operating instructions etc.

Procedure to be Followed by Foreign Investors

Click here to view the procedure to be followed by foreign investors

Customer charter

For the Primary Dealer industry in Sri Lanka

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CALL US FOR MORE INFO

011 267 5095

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