Application guide Step 2 – Documents Private individuals

Step 2 – Private Client Account documentation

CLICK HERE FOR OUR BANKING INSTRUCTIONS

All account opening documents, except the Step 1 Web Form, must be received by hand or post at Matterhorn Asset Management AG, Zurich (For security reasons we recommend Courier, Special or Recorded delivery by post):

By Courier

Matterhorn Asset Management AG

Bahnhofstrasse 28a, Paradeplatz
8001 Zürich, Switzerland

Special Delivery

Matterhorn Asset Management AG

Postfach 2011
8022 Zürich, Switzerland

Regular Post

Matterhorn Asset Management AG

Postfach 2011
8022 Zürich, Switzerland

Step 2 documents

Note: In case of joint account, all account holder’s names must show on the Precious Metals Agreement and Form A (Beneficiaries). All account holders must sign the Precious Metals Agreement and Form A.

  1. The Completed Private Client Information Web Form (via mailserver)
  2. A notarised or otherwise formally worded certified copy of an acceptable identity card including COLOUR! Photo ID, i.e Passport or National identity card. USA and Canadian citizens can also provide a driver’s license in case they do not possess a passport or identity card.
  3. The above verified information must be provided for all Account Holders and those with power of attorney.
  4. Power of Attorney (PoA): If PoA is applicable to the account, the account holder(s) are required sign a letter addressed to MAM giving sole, collective or majority PoA to one or more persons including those persons names, signatures, birth dates and contact details.
    Click here to download the PoA letter.
  5. Full details, address and telephone number of the certifying person (notary, lawyer, banker, accountant).
  6. An original utility bill or an original bank statement (NOT A COPY) of Account Holder 1, not older than 3 months, showing the permanent address of residency.
  7. The Precious Metals Agreement (to be returned in Duplicate)
    Please download, print and sign our Management Agreement – Click Here to download the agreement (0.26MB)
  8. Declaration of identity (to be returned in Duplicate)
    Please download, print and sign our Declaration Form A – Click Here to download Form A (0.12MB)
  9. The Checklist for all original documentation to be posted (Please print and include checklist)
    Click Here to download and print the Checklist
When sending scanned photos please use the .JPG format
To speed the process you can initially fax a copy of the Agreement and Declaration of identity to +41 43 456 97 11, and later send the original in duplicate by regular post to our Company address in Zurich.