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Getting Started | St Andrews Capital Group

Online Application

Easily complete our swift and secure online application form to open an account. It takes less than 5 minutes, allowing you to sign up as an individual, joint account holder, corporation, fund, or family trust.

Effortless AML Process

During your application, submit your AML documents securely through our dedicated AML process. If you don't have them readily available, worry not, you can provide them later at your convenience, when you are ready.

Onboarding Appointment

Coordinate with your designated account manager to schedule an onboarding appointment. They will guide you through our platform, discussing your investment preferences and tailoring an investment plan to suit your unique needs.

Get Started

Embark on your wealth-building journey and work towards your financial goals by initiating your investments. Your dedicated account manager will offer expert advice on a range of equities, bonds, and mutual funds.

Whether you're embarking on your investment journey, adapting to changing circumstances, or contemplating the utilization of accumulated wealth, St Andrews Capital Group is here to assist.

Planning for your financial future, and that of your family, is a personalized journey. The choices you make in your investment strategy will be guided by your individual circumstances and aspirations.

For instance, if you're investing for retirement, your strategy will differ from someone aiming for a shorter-term goal. With a plethora of investment options available, there are numerous products designed to help you achieve both medium and long-term objectives.

Your St Andrews Capital Group advisor is your partner in creating a tailored investment plan that aligns your key objectives with your risk tolerance, taking into account your current and potential tax position. We will craft the optimal investment management plan to ensure that your money is diligently working towards helping you achieve your financial goals.

A single St Andrews Capital Group account gives you access to all of our wealth and investment management services.

We have a large team of financial experts and portfolio managers specializing in all aspects of wealth planning and investment management.

Open an account with us now and gain access to your personal account manager who will guide you in the right direction.

3 easy
steps

Explore a world of financial opportunities!

  • 1 Open your account easily online in under 5 minutes
  • 2 Speak to your dedicated personal account manager
  • 3 Grow your wealth and protect your future