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Become a client

Whether you are transferring your portfolio or setting one up from scratch, there are three steps to becoming a client at GMI.

1. We start with a review of your financial situation

To complete this review, we need you to supply details of your current investments, your age and investment timeframe, income requirements, and tolerance for volatility.

You can start the review process by:

There is no charge for this review and no obligation to proceed beyond the review.

2. We recommend an investment mandate

A GMI adviser will work with you to set an agreed mandate (investment structure) that meets your objectives.

3. We set up your account

If you wish to proceed with a Private Portfolio, we will send you a contract to sign. Once we have received the signed contract, we will set you up with secure online account access. We will arrange transfers of your existing securities if required.

Note: You will not pay any fees until you have signed a contract and transferred money or securities to GMI.

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