Forms & Documents

You can provide us with instructions or open an OMF account by downloading one of the forms below.
Please return completed forms to [email protected]. If you require any information, you can contact us directly.

Account Maintenance Forms

Change of Details form - Use this form if you wish to change your contact details, tax status or nominated bank account.
Standard Settlement Instruction form - Use this form if you wish to nominate a new bank account as a Standard Settlement Instruction.
Third Party Payment form - Use this form if you need to make a payment to a third party.
Authorised Person form - Use this form if you wish to add an authorised person on your account.

Account Application Forms

Please ensure that you read our General Terms & Conditions before completing an application form.

Client Account Application (Individual)
Client Account Application (Joint)
Client Account Application (Trust)
Client Account Application (Company)
AML Certification & Verification Certificate

Product Disclosure Statements

A Product Disclosure Statement (PDS) provides you with essential information to help you decide whether to invest in a financial product.

Deliverable Forward Foreign Exchange Contracts
FX Options
Margin FX
CFDs (index & shares)