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Client Portfolio Application Form 2026
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- Click ‘Get Form’ to open the Client Portfolio Application Form in the editor.
- Begin with Section 1, 'Your Details'. Fill in your personal information including title, last name, date of birth, and current residential address. Ensure all fields are completed clearly and in full using BLOCK CAPITALS.
- Proceed to Section 2, 'Investment Portfolio Details'. Specify your portfolio name and select the base currency for your account charges. Provide details about your initial investment and source of funds.
- In Section 3, 'Source of Funds', provide details of the bank account you will use to fund your Client Portfolio Account. Include bank name, address, and account holder’s name.
- Complete Section 4 by signing the declaration confirming that all information provided is accurate. If applicable, have your financial adviser complete their section.
- Review Sections 5 and 6 for the Anti-Money Laundering checklist and Document Checklist to ensure all required documents are included before submission.
- Finally, sign Section 8 acknowledging that you have read and understood the Terms & Conditions before submitting your application.
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T. Rowe Price, a global investment management firm dedicated to helping clients achieve long term success.