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   Account Opening
   Authority to Transact by Third Party
   Change of Address
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   Derivatives Client Agreement - Options
   Direct Debit Request Agreement & Authorisation
   Electronic Access
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Account Opening

To open a new Equities Trading Account at Patersons you need to complete our new account opening documentation and return this with proof of identification (e.g. Drivers Licence, Passport, Birth Certificate) to our Compliance Department. 

New Account Form - Individual/Joint 
New Account Form - Company
Sponsorship Agreement - CHESS Forms (you must complete TWO copies of this form regardless of whether you are applying for an individual or company account)

Once approved, you can immediately access the various services available to our existing clients, including our high quality research and our fully integrated Internet investment facility – Patersons Online.