You're just a few steps away from an account with OurInterest
At OI, our clients' trust is of utmost importance hence we aim to make this process as efficient as possible. Our compliance department aims for a 48 hour turnaround time, after which your account will then be assigned to an advisor who will work with you to meet all of your goals.
Please complete the form below and one of our advisors will be in touch to discuss your needs.
Our dedicated team is available Mon-Fri 8am:6pm to answer any questions you may have.
Account Opening Information
Before opening an account, we require the following documents to be completed, as appropriate:
OI Investment Account Agreement (will be provided by OI once initial contact has been made).
For each signatory and beneficial owner: a notarized passport, bank reference and proof of residential address.
Platform services agreement (if applicable).
Corporate Accounts must also provide the following:
Certified Copy of Certificate of Incorporation (and Certificate of Good Standing if company is over one year old)
Corporate Resolution authorizing the opening of the account
Certificate of Incumbency listing officers and directors
Trust Accounts must also provide trust documentation
Institutional accounts should provide evidence of regulated/financial status
All prospective customers are subject to due diligence before an account is approved, including being vetted in third-party due diligence databases.