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Becoming a Client
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Appointing Patersons as your investment adviser

Achieving financial success requires an experienced team, determined leadership, access to the latest information and the ability to anticipate and read changing conditions.

Patersons offers you all these attributes, which are essential for providing appropriate financial advice and making timely investment recommendations.

To request Patersons to act as your investment adviser, please either contact our Customer Service Representative on FREE CALL 1800 005 296 or complete the form below. You will be contacted by an adviser to discuss your investment requirements within three working days.


* Required Information
       
Title: * Other:
First Name: *
Middle Name(s):  
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Type of Account you wish to Open:

   
Telling us your Investor Profile and Areas of Interest will enable us to appoint the most appropriate adviser to service your account.
   
Investor Profile:
  Balanced - more info
  Aggressive - more info
Areas of Interest:   Blue Chip Small Cap/Mid Cap
  Industrial Managed Funds
  Gold & Resources International Shares
  Fully Franked Dividends Warrants
  Financial Planning Superanuation
  Exchange Traded Options Other
How did you hear of Patersons?:   Other:
Name of Patersons Adviser you would like to deal with (if known)