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 8 steps.
To get started with this process, you will need to follow the three stages of setting up TOB.
1. Documentation required
2. Forms to be completed
3. Online portal access
We require certified copies of the following documents. Please note that CIG have several requirements regarding certification and certifiers so please ensure you first review our KYC guidance.
We require the following forms to be completed. Please click on the hyperlink to download and complete each form.
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.
Once the above information has been collated, please click on the link to email the required documentation to the Capital International Group team who will then continue the application process.
Please click on the below links to access these documents which are for your information and use.
Please contact us with any queries on the above and we will be in contact again at the relevant next stage.