open an account

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

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Account opening – Individual Clients

Annexure – Individual Registration

Application for Real Time SMS/Email Notification

Indemnity for Email/Fax – Individual clients

Customer Agreement of Government Securities (CAGS)

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

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

Annexure – Corporate Registration

Indemnity for Email/Fax – Corporate Clients

Application for Real Time SMS/Email Notification

Customer Agreement of Government Securities (CAGS)

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

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

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Customer charter

For the Primary Dealer industry in Sri Lanka

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