Thank you for your interest in setting up Terms of Business (TOB) as an Introducer with the Capital International Group (CIG).
We would like to ensure that this process runs smoothly and efficiently. The below infographic outlines the process of setting up TOB in 6 steps.
To get started with this process, you will need to follow the three stages of setting up TOB.
1. Forms to be completed
2. Documentation required
3. Online portal access
Please note: When compiling your submission, we ask that you fill in our Document Checklist to ensure you have included all of the necessary documents.
We require the following forms to be completed. Please click on the hyperlink to download and complete each form.
We require certified copies of the following documents all of which must be certified and dated within the last 6 months. Please note that CIG have several requirements regarding certification and certifiers so please ensure you first review our KYC guidance.
Please click on the link to register each individual on our online portal to ensure the appropriate links are in place in advance of accounts opened.
Please click on the below links to access these documents which are for your information and use.
Once the above information has been collated, please click on the link to email the required documentation and Document Checklist to the Capital International Group team who will then continue the application process.