Springboard Capital Limited
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Account Type
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This Account Will Trade
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Equities
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Account Management
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Source of Trading Funds
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Personal Savings
Sale of securities
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Transferring from an existing broker?
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Security Question
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What is your mother's maiden name?
What was the name of your first pet?
What was the make of your first car?
Other
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Your Answer
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Title
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Mr.
Ms.
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First Name
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Middle Name
Surname
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Date of Birth (DD MM YYYY)
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Current Address (Line 1)
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Current Address (Line 2)
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Postal Code
Country of Residence
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Australia
Belgium
Brazil
Canada
China
Denmark
France
Germany
Hong Kong
India
Italy
Japan
Mexico
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Russia
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Singapore
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Spain
Sweden
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Taiwan
Turkey
United Kingdom
United States
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Citizenship
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Australia
Belgium
Brazil
Canada
China
Denmark
France
Germany
Hong Kong
India
Italy
Japan
Mexico
Netherlands
Russia
Saudi Arabia
Singapore
South Korea
Spain
Sweden
Switzerland
Taiwan
Turkey
United Kingdom
United States
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Preferred Email Address
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Alternative Email Address
Preferred Contact Phone #
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Alternative Phone #
Employment Status
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Employed
Self-Employed
Retired
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Employment Industry/Sector
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Annual Income (USD)
< $50,000
$50,000 - $100,000
> $100,000
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Liquid Net Worth (USD)
< $100,000
$100,000 - $500,000
> $500,000
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Your Trading Experience
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None
Beginner
Intermediate
Advanced
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Experience Trading Specific Equities
Stocks/Equities
Currencies
Options and Futures
Other
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If Other, Please Specify
Required if other selected.
Amount Currently Invested (USD)
< $10,000
$10,000 - $50,000
> $50,000
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TRADING ACCOUNT – CLIENT AGREEMENT
Springboard Capital Management
By checking the box and entering my/our electronic signature(s) below, I/we confirm that I/we have carefully read, fully understood, and accept this Client Agreement with Springboard Capital Management (“the Firm”). I/we further affirm that all information provided in this application is complete and accurate. I/we acknowledge that my/our electronic signature(s) hold the same legal effect as a handwritten signature, and the Firm is entitled to rely upon them as such.
We are pleased to welcome you as a valued client. This Agreement sets forth the terms and conditions governing your trading account and establishes a clear and mutually beneficial relationship between you and Springboard Capital Management for the purchase and sale of stocks, options, bonds, securities, and private placements.
1. Execution of Transactions
All transactions executed on your behalf will comply fully with the applicable laws, regulations, and customary practices of the relevant exchanges and clearing houses. Please be aware that the value of securities may fluctuate due to market conditions. We are committed to keeping you informed of significant factors that may affect your investments.
2. Instructions
Your instructions related to transactions will be executed diligently, whether provided verbally or in writing. We strive to follow every directive precisely and in your best interest.
3. Communications
To ensure transparency and accuracy, all written correspondence—including trading confirmations—will be sent to you by fax, email, or private courier. Routine communications may be delivered by fax, email, or airmail. Should you notice any discrepancy in our correspondence, please notify us in writing within three (3) days of receipt, sent via registered mail, to ensure timely resolution. Additionally, please inform us promptly in writing of any changes to your mailing address.
4. Currency Transactions
Trade confirmations for buy/sell orders involving foreign securities will specify the transaction amounts in both the currency of the exchange where the security is traded and your country of residence. While we endeavor to provide timely and accurate information, the Firm cannot be held responsible for any losses arising from fluctuations in foreign exchange rates. Please consider this risk when making investment decisions.
5. Limitation of Liability
The directors and officers of Springboard Capital Management are dedicated to maintaining the highest professional standards. However, they shall not be held personally liable for any losses or damages you may incur. The Firm’s focus remains on providing strategic guidance and support tailored to your financial objectives.
6. Termination
Either party may terminate this Agreement at any time by providing written notice to the other party. Termination shall be effective thirty (30) days after the notice is received. Upon termination, the Firm will use its best efforts to deliver any proceeds from sales or the actual share certificates to you, ensuring a smooth transition and continued satisfaction.
We value your trust and look forward to supporting your investment journey with dedication and expertise.
Springboard Capital Management
I/we accept the Customer Agreement *
You must accept the Customer Agreement to proceed.
Primary Account Holder Signature
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Secondary Account Holder Signature
Date of Agreement
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