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Client Account Documents

These documents are for use by Clients, Intermediaries and External Asset Managers of Credit Suisse (Guernsey) Limited and are password protected.

Contact your relationship manager to find out which documents you require and how to access them.

General Terms and Conditions

• Credit Suisse (Guernsey) Limited General terms and conditions PDF (138KB)

Account Agreements Credit Suisse (Guernsey) Ltd.

• Sole personal PDF (192KB)
• Joint personal PDF (212KB)
• Corporate PDF (249KB)
• Corporate trustee PDF (224KB)
• Joint trustee PDF (254KB)
• Limited partnership PDF (234KB)
• Partnership PDF (228KB)

Supplementary Account Agreements

• Appointment of third party investment manager PDF (82KB)
• Agreement relating to orders placed with brokers PDF (85KB)
• Mandate authorizing third party to draw on account PDF (85KB)
• Third party form PDF (92KB)
• Agreement relating to orders placed by another Credit Suisse Group Office PDF (92KB)
• Online banking form PDF (117KB)

Investment in Securities-Additional Documentation

• Subscription to mutual funds and non-traditional investment products "Client" version
  PDF (122KB)
• Subscription to mutual funds and non-traditional investment products "EAM" version
  PDF (124KB)
• Special Risks in Securities Trading (Swiss Bankers Association) PDF (196KB)

US Withholding Tax

• Non-US person declaration PDF (88KB)
• US Inland Revenue Service

EU Withholding Tax

• European Union Savings Tax Directive Client Declaration PDF (90KB)

Guernsey Deposit Compensation Scheme

• Guernsey Banking Deposit Compensation Scheme PDF (94KB)

NED Conference 2012

• Credit Suisse IOD Event reg form PDF (659KB)

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