BIAS - Bermuda Investment Advisory Services

Managed Portfolio Service Application Forms
If you are an existing client at BIAS and would like to transfer to a BIAS Managed Portfolio Service account, you will need to complete the following forms.

• BIAS Managed Portfolio Service Agreement
• LOA to Debit Account for Fees
• BIAS Nominee Agreement
• BIAStrade.com Registration

If you are a new client to BIAS, your investment advisor may also ask you to complete some of the following forms:

• BIAS Application
• BIAS Corporate Resolution
• BIAS Local Share Trading Agreement
• Pershing Application
• Pershing Margin Agreement
• Pershing Option Agreement
• Procash Application

You will also need to bring the following documentation to your initial meeting with your BIAS Investment Advisor:

• Original Passport
• Original Utility Bill, which shows your permanent street address

Corporate Accounts will also require the following:

• Original Certificate of Incorporation

• Original Memorandum & Articles of of Association

• Original Board Resolution including Specimen Signatories
• Original or Notarized copies of Passports for all Directors & Signatories

Please note that other types of accounts will require additional documentation

For more information about why so much documentation is required, please read Fighting Crime and Terrorism which was prepared by the UK National Criminal Intelligence Service

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