Printing How to Open an Account

How to Open an Account

At LOM, our clients trust is of utmost importance hence we aim make this process as efficient as possible. Once we receive your completed account documents our compliance department aims for a 48 hour turnaround time. Your account will be then assigned to an advisor team that will work with you to meet all of your goals.

Financial advisors are standing by to answer any questions you may have. Please click the "Live Advice" button on the left or call us directly at 441-292-5000 (in Bermuda) or 242-323-0032 (in Bahamas). Alternatively, you can fill out the form below and an advisor will contact you shortly.

We offer our clients two types of standard brokerage accounts: "cash accounts" and "margin accounts". The minimum account size is $25,000 for standard brokerage accounts and $5,000 for accounts that invest solely in LOM Funds.

Account Opening Information

Before opening an account, we require the following documents to be completed, as appropriate:

LOM Investment Account Agreement (will be provided by LOM once initial contact has been made).

For each signatory and Beneficial Owner: a notarized passport, bank reference and proof of residential address.

Corporate Accounts must also provide the following:

Original Certified Copy of Certificate of Incorporation

Sealed Corporate Resolution

Certificate of Incumbency listing officers and directors

Trust Accounts must also provide Trust Documentation & Form W-8 BEN

Institutional accounts should provide evidence of regulated status

Policy on US customers

Since LOM's acceptance as a Qualified Intermediary, effective January 2001, it has been LOM's policy to not accept accounts for U.S. residents.

We do not accept: individual/joint accounts for U.S. residents, retail accounts for U.S. corporations or simple and grantor trust accounts where a U.S. resident or citizen is a beneficiary or grantor.

Account Opening Questionnaire:

The information you provide will be kept confidential and will only be used to better understand your investment needs. It will never be sold to third parties. None of the questions except email address and account size are mandatory but the more information you provide, the more efficiently we will be able to serve you.

What is your name?

What is your email address? *

What is your phone number?

What is your country of citizenship?

In what country is your primary residence?

What type of account (s) are you interested in opening?

individual/joint

corporate

trust

institutional

If corporate, please specify country of incorporation.

What size of account do you anticipate opening? *

What is your approximate net worth?

Please briefly describe your level of investment experience, investment goals and typical transactions:

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