Goodbody

Open a Goodbody Online Execution Only Account

1 Personal Details 2 Financial Details 3 Download Form

Please read the following carefully

Client Assets Key Information Document

This document provides you with key information in relation to how we hold assets on your behalf. The information is required by law, pursuant to the Client Asset Regulations 2015 for Investment Firms (the "Regulations") to help you understand how and where your assets may be held and the resulting risks arising from that along with the procedures in place in order to mitigate those risks. You are advised to read this document so that you are aware of how your assets may be held, the risks resulting from that and whether and when the protections available under the Regulations will apply or not to your assets that are held under our control.

Please note that that you should not send client assets (funds or stock) to us until your account has been opened and your client reference has been provided to you

Please read the Terms and Conditions of Service, Risk Disclosure Document, Information on the Retail Order Execution Policy and Disclosures/Use of Information Notice carefully.

By applying to open a Goodbody Online Execution Only account you agree to be bound by the terms of each of these documents. These documents together with the completed Application Form constitute the agreement between you and Goodbody Stockbrokers in relation to a Goodbody Online Execution Only account.

If you wish to open an account that is not online please contact us to make an appointment to proceed.

Please note you will require a printer to proceed.

To confirm that you have read and understood, accept and consent to the Terms and Conditions of Service, Risk Disclosure Document, Information on the Retail Order Execution Policy and Disclosures/Use of Information Notice please tick the box below.

Account Type

Personal Details

(First Applicant)
* other required
* required
* required
* required
* required
* required
* required
* required
* required

Contact Details

*All fields are mandatory
* required
* one number required
* one number required
* required
* valid email required

FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA) & COMMON REPORTING STANDARD (CRS) DECLARATION

* required
* required
* required
* required

Please complete Form W-9

* required
* required
* required
* required

Income Details

(First Applicant)
* please choose at least one source for regular income

* please indicate what this is comprised of
* other required
* please choose at least one source of wealth
* other required

Initial Investment Amount

* required * required

Minimum value of investment must be €1000. Please include the value of any assets that you will be transferring to or selling through your new Goodbody Account

* please choose at least one source of funds
* other required

Next Steps - You will need to provide

Please enclose a certified* copy of any one of the following

  • Current Passport
  • Current full Irish driving licence

Alternative

  • Current National identity card

Note: The document must be in date; i.e. not expired, and all details on the copy including the photograph must be clear. Please do not send your original passport or driving licence to us as we cannot accept responsibility for the safe transit of same.

Please enclose a certified* copy or original of any two of the following:

  • Utility bill
  • Financial institution account or credit/debit card statement

Or, you can email us the electronic PDF version of any two of the following:

  • Utility bill
  • Financial institution account or credit/debit card statement

Note

The documents must be dated within the last six months and they must be from different providers.

Download your completed form and sign page 26 Download

Our Address

Wealth Management Account Opening,
Goodbody,
Ballsbridge Park,
Ballsbridge,
Dublin 4,
Ireland

Contact Details

T: +353 1 641 6044
E: WealthManagementAccountOpening@goodbody.ie

* Certification of copies

Copies of documentation can be certified by a Goodbody staff member, practising solicitor, practising chartered/certified accountant or Garda Siochána.

Important: the individual certifying your identification documentation must sight the original documents, stamp, sign, print their name & ID number and date the copies.

Personal Details

(Joint Applicant)
* other required
* required
* required
* required
* required
* required
* required
* required
* required

Contact Details

* All fields are mandatory.
* required
* one number required
* one number required
* required
* valid email required

FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA) & COMMON REPORTING STANDARD (CRS) DECLARATION

* required
* required
* required

You answered 'Yes' to the second question above, please enter your non-Irish country of tax residence and related tax identification number (TIN) in the table below

* required

Please complete Form W-9

* required
* required
* required
* required

Income Details

(Joint Applicant)
* please choose at least one source for regular income
* please indicate what this is comprised of
* other required
* please choose at least one source of wealth
* other required

Initial Investment Amount

* required * required

Minimum value of investment must be €1000. Please include the value of any assets that you will be transferring to or selling through your new Goodbody Account

* please choose at least one source of funds









* other required

Bank Details

To allow us to transfer funds to you electronically, please supply your bank details
* required
* Invalid IBAN Format

* The account must be in the name of the applicant(s)

** Your IBAN includes your account number and bank sort code and is an international standard for identifying bank accounts. This is detailed on your bank statement.

Please note that when you click "Proceed", Goodbody Stockbrokers will automatically start to create and store an electronic file copy of the information which you input to the application form. This electronic file will be used by Goodbody Stockbrokers to support the opening of your Goodbody Online account. If we do not receive your signed application form within one month from the date that you download the application form we will delete the electronic file which we created for you.

By clicking "Proceed" you are consenting to us storing the details on your application form as outlined above.

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You need to confirm you have read the important documents above before proceeding.