Client onboarding

Become a client.

Complete the form below to open a Brooks Macdonald fixed income account. All information is handled in the strictest confidence and processed in line with FCA and UK anti-money-laundering requirements.

Personal details

Full legal nameDate of birthNationalityOccupationEmployer (if applicable)Phone numberEmail address

Residential address

Address line 1Address line 2City / TownPostcode / ZIPCountry

Financial information

Source of fundsIntended investment amount (GBP)

Verification documents

Please upload clear, in-date copies. Accepted formats: PDF, JPG, PNG, HEIC, WebP. Maximum 10MB per file.

Photographic IDPassport, driving licence or national ID card.Proof of addressUtility bill, council tax or bank statement dated within the last 3 months.Bank statement with proof of fundsRecent bank statement clearly showing the funds available for investment.

I confirm the information provided is complete and accurate, and I consent to Brooks Macdonald processing my personal data and identity documents for onboarding and anti-money-laundering purposes.

By submitting, you acknowledge that Brooks Macdonald will review your application within 48 hours. Capital at risk.