Required — Identity
Identity / Entity Information
Identity-verification information appropriate to the account type, applied in accordance with the applicable verification requirements.
ViewRequired Files
Account verification requirements
Required information is used to support applicable account verification and licensed-product access processes. Submitted information is handled in accordance with the Privacy Policy and applicable requirements.
Document Checklist
Verification requirements
Complete the items below where they apply to your account. Submitted information is reviewed in accordance with applicable verification and access conditions.
Required — Mandate
Mandate Description
Written description of the investment context, objectives and constraints applicable to your account, where required.
ViewRequired — Compliance
Capital Source Confirmation
Confirmation of the source of capital and other compliance information, where these are applicable to your account.
ViewRequired — Risk
Risk Acknowledgement
Acknowledgement that trading involves material risk, that past performance is not indicative of future results and that capital is at risk. Confirmed on account creation.
View risk frameworkRequired — Jurisdiction
Jurisdiction Confirmation
Confirmation of the applicable jurisdiction and that the use of MSIIA software is permitted under local law, where required for your account.
ViewRequired — Contact
Contact Verification
Verification of the email address associated with your account, where applicable.
Update profileCompletion Required
Complete the applicable items above where they are required for your account. Documents are reviewed individually — partial submissions are accepted.
Verification
Submit your documentation
Submitting the applicable information supports verification of your account and access to purchased product files in line with the applicable conditions.