Become Our Client

Making the most of your wealth

Becoming a client with ClearWise Investment will mean unlimited access to a team of professionals, all of whom are dedicated to managing the client assets as advantageously as possible.

Our bespoke service begins with a member of our team getting to know a potential client's unique financial needs. We will then clearly and thoroughly explain each of our services as well as outlining potential risks and benefits. A written proposal will always be provided before any work is undertaken on the client's behalf.

Account application process

To become our client, follow the account application process below;

• Download the ClearWise Investment Client Account Application Forms  by clicking here .
• Complete the application making sure that the sections marked as 'required' are fully complete.
• Sign and date the completed application.
• Provide ONE identification document from the list below to comply with Know Your Client regulations;
• Passport or: 
• Driving License or: 
• National Identity Card.
• Return the completed application to the Accounts Department at ClearWise Investment;
• eMail: accounts@clearwiseinvestment.com

Should you face any difficulties with the account application process or have any further questions, please contact your adviser direct for assistance.