Dear Client,

We have gathered here common contractual documents allowing you to easily find the terms of the documentation you have signed with Cité Gestion.

These documents are "blank".

Please contact your relationship manager if you wish to obtain a new copy of the documents as you have completed them or if certain documents relevant to your situation are not listed.

Account opening for individuals

Basic mandatory documents

Application to open an individual account and General Terms (CGE 001).pdf

Mandates

Execution only:

• Mandate for execution of instructions (CGE 021bis).pdf
• Execution Only - Non deposited Assets (CGE 021).pdf

Advisory

• Advisory Mandate (CGE 092).pdf
• Advisory Mandate - Non deposited Assets (CGE 092ter).pdf
• Appendice to Advisory Mandate - Client experience (CGE 015).pdf

Discretionary Mandate

• Asset Management Agreement (CGE 014).pdf
• Asset Management - Non deposited assets (CGE 020).pdf

Powers of Attorney and Joint Account

CGE 007 E Representatives and Signatories Powers (2pers.) - 01.2022.pdf

Disclaimers

• Release for E-mail and telephone (CGE 013).pdf
• Release for E-mail (CGE 013bis).pdf
• Release for E-mail - third parties (CGE 013ter).pdf
• E-Communication (CGE 028).pdf

Others

CGE 012 E Deed of Pledge and assignment - 04.2019.pdf

Fiscal

• Tax Assistance Individuals (CGE 026).pdf
• Self Certification for FATCA US-TAX (DNUS CGE 037).pdf
• Authorisation Investment in third countries (CGE 062).pdf

Account opening for legal entities:

Please contact your relationship manager