Entering into relationship
Dear Client,
We have gathered here common contractual documents allowing you to easily find the terms of the documentation you have signed with Cité Gestion.
These documents are "blank".
Please contact your relationship manager if you wish to obtain a new copy of the documents as you have completed them or if certain documents relevant to your situation are not listed.
Account opening for individuals
Basic mandatory documents
Application to open an individual account and General Terms (CGE 001).pdf
Mandates
Execution only:
- Mandate for execution of instructions (CGE 021bis).pdf
- Execution Only - Non deposited Assets (CGE 021).pdf
Advisory
Discretionary Mandate
Powers of Attorney and Joint Account
CGE 007 E Representatives and Signatories Powers (2pers.) - 01.2022.pdf
Disclaimers
- Release for E-mail (CGE 013bis).pdf
- Release for E-mail - third parties (CGE 013ter).pdf
- E-Communication (CGE 028).pdf
Others
CGE 012 E Deed of Pledge and assignment - 04.2019.pdf
Fiscal
- Tax Assistance Individuals (CGE 026).pdf
- Self Certification for FATCA US-TAX (DNUS CGE 037).pdf
- Authorisation Investment in third countries (CGE 062).pdf
Account opening for legal entities:
Please contact your relationship manager