Entering into relationship
Business relationship
Dear Client,
We have compiled here the most common contractual documents to enable you to easily find the terms of the documentation you have signed with Cité Gestion.
These documents are "in blank".
Please contact your relationship manager if you would like to obtain a new copy of the documents as completed and signed by you or if some documents relevant to your situation are not listed under this link.
Account opening documents:
Application to open an individual account and General Terms (CGE 001).pdf
Representatives and Signatories Powers 2 pers (CGE 007).pdf
Representatives and Signatories Powers 4 pers (CGE 007).pdf
Joint Account Application - Conditions and General Terms 3 pers (CGE 010).pdf
Deed of Pledge and assignment (CGE 012).pdf
Sub-account Opening (CGE 033).pdf
Disclaimers:
Release for E-mail (CGE 013bis).pdf
Release for E-mail - third parties (CGE 013ter).pdf
Investment Mandates:
Asset Management Agreement (CGE 014).pdf
Asset Management - Non deposited assets (CGE 020).pdf
Execution Only - Non deposited Assets (CGE 021).pdf
Mandate for execution of instructions (CGE 021bis).pdf
Advisory Mandate (CGE 092).pdf
Advisory Mandate - Non deposited Assets (CGE 092ter).pdf
Fiscal documents:
Tax Assistance Individuals (CGE 026).pdf
Self Certification for FATCA US-TAX (DNUS CGE 037).pdf
Authorisation Investment in third countries (CGE 062).pdf
Investments:
Subscription of non recommended investments (CGE 063bis).pdf
Waiver for risk of concentration (CGE 064).pdf
Investments with special risks (CGE 065).pdf
Investments with special risks - outside investment universe (CGE 066).pdf
Investment profil not suitable (CGE 067).pdf
Consolidation Convention (CGE 138).pdf
