Lloyds Asset Management :: Open an account

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Question? Call us for free 877.571.0859

Either download the account application below and apply by fax or complete the online form to begin your account application process.

The purchase of Precious Metals is not suitable for all individuals because of the risk involved and the long-term nature of the purchase. Completion of all of the information requested is necessary in order to determine if Precious Metals are a suitable Investment for you.

Apply Online

To begin your account application process through our secure online form, please click on the link below to get started:

» SECURE ONLINE FORM

APPLY BY FAX

» DOWNLOAD ACCOUNT APPLICATION

Read pages 1 and 2, sign page 2.
Fill out all sections on page 1 "Customer Information and Customer Profile".

General information section must be complete
Annual Income
Net Worth
Liquid Assets
Precious Metals or Collectable Investments
Real Estate
Sign and Date page 2

Read page 3 and 4 "Risk Factors and Disclosure Statement"
Sign and Date page 4
Make a copy of your picture I.D. (Ex. Drivers License, Passport). Your identification must match your address on page 1. If not please include a utility bill.
Make all checks payable to Lloyds Asset Management. If you are not a U.S. citizen or live outside the U.S. please send a cashiers check.
If you are wire transferring capital into your account: Fax all pages including the pages not signed to Lloyds Asset Management. You may Wire US Dollar Funds To: Wachovia Bank 1000 E. Indiantown Road Jupiter, FL 33477 ABA Number: 063000021 For: Lloyds Asset Management Customer Segregated Funds Account Number: 2000035618193
Send all account documents, checks, and a copy of your ID to: 515 North Flagler Drive Suite 305 West Palm Beach, Florida United States, 33401

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	PLATINUM Platinum is one of the scarcest metals. Read More

To begin your Lloyds Asset Management account application process through our secure online form,
» SECURE ONLINE FORM

You can also download the account application, fill in and send to us by Fax to 561-515-3269.
» DOWNLOAD ACCOUNT APPLICATION

Before investing, consider the fund's investment objectives, risks, charges and expenses. To obtain a prospectus, which contains this and other important information, call 1-877-571-0859. Read it carefully.