What questions will the bank ask me?

The bank will ask for proof of your identity. The bank may also ask you to sign what is known as a “Form A” declaring that you are the beneficial owner of the assets or identifying the beneficial owner if you are depositing funds on behalf of someone else. The bank's staff may also want to know about the origin of the funds and the nature of your professional business and they will also want to get an idea of your usual financial transactions. In order to offer you the best advice, the bank will also ask about your future plans, for example whether you intend to buy a house, start a business, send children to school, retire, etc. If you are asking the bank to manage an investment portfolio they will also want to know how much risk you are willing to accept. In short, the more the bank knows about you, the more suitable will be the advice and service they can give you.