Guidelines for opening an Individual Account through an appointed financial advisor
Step 1 : Gather Your Application Forms
Complete the Account Opening Form*:
*Exceptions apply for the below, simply click on the entity to download an application form:
Please see our General Terms and Conditions and the Terms of Business.
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Step 2 : Required Identification
Any 1 of below
Any 1 of below
Example:
Electricity/telephone/gas bill
Bank/credit card statement
Personal mobile phone bill
Motor/household insurance statement
Official document from Revenue Commissioners
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Step 3 : How to Transfer Funds?
Your account will be opened, as soon as we have all documentation, see steps 1 and 2 above
can be made payable to ‘Investec Bank plc (Irish Branch).
can be organised as soon as the account has been opened
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Step 4 : What will we send you?
Confirmation that the account has been opened will be posted to your correspondence address. We will also send you a copy of the Terms and Conditions and Terms of Business on the account.
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