Open an Account

LOM Brokerage Account
LOM Blue Account

Private Client Login

Username:
Password:
 
Set-up online access Forgot password
Live Help
LOM facebook fan page

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.

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, accounts for U.S. corporations, trust or other legal structures where a U.S. resident has authority over the account, or accounts where a U.S. resident has any control over the account. For these purposes, an individual with a U.S. address is also considered a U.S. resident.

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.

 
 
 
 
This is a captcha-picture. It is used to prevent mass-access by robots. (see: www.captcha.net)
Please type the characters shown in
the picture above in the box below.