877-571-0859

Account Application By Fax or Online

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
  1. Read pages 1 and 2, sign page 2.
  2. Fill out all sections on page 1 “Customer Information and Customer Profile”.
    1. General information section must be complete
    2. Annual Income
    3. Net Worth
    4. Liquid Assets
    5. Precious Metals or Collectable Investments
    6. Real Estate
    7. Sign and Date page 2
  3. Read page 3 and 4 “Risk Factors and Disclosure Statement”
  4. Sign and Date page 4
  5. 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.
  6. 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.
  7. 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
  8. 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
First Name: Last Name:
Email Address: Phone:
Subject:
Have you invested in precious metals before?
Are you currently invested in precious metals?

THE USA PATRIOT ACT LAW

On September 11, 2001 the world was shocked and saddened by a terrorist attack against private citizens when two jumbo jets crashed into the Twin Towers in Manhattan USA. This initiated an international fight against terrorism and the financing of such activities. Governments all over the world established rules and regulations for money transactions, investments, and the identities of the individuals behind any financial transactions, in order to protect the societies against money laundering and financing of terrorist activities.

On October 26, 2001, President Bush signed the USA Patriot Act law. On April 30th, 2003 the final regulations were released and all financial institutions must be in full compliance by October 1st, 2003.

One section of USA Patriot Act states that we must:

  • Verify the identity of any person seeking to open an account.
  • Maintain records of the information used to verify the person's identity including name, address and other identifying means.
  • Obtain information on the source of the funds and the nature of the business.

For our mutual protection all investments through Lloyds Asset Management follow these international guidelines. We kindly ask you to carefully read the entire document and to fill in the information needed. When this is done, you will be able to do as much business as you like with us, without additional paperwork.

Thank you for your cooperation.

James Burbage, III
CEO Lloyds Asset Management