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Private Client Group
A) New Account Form
B) Traditional IRA & SEP IRA Agreement
C) Roth IRA Agreement
D) Margin Agreement
E) Account Transfer Form
To Open a New Account:      
1) Download the New Account form
'A' above. For an IRA account, please
download the corresponding IRA form (
'B or C').
2) Complete pages 1-4 of the New Account agreement, and sign the
3) Fax the copies to
+1 954 697 0181 or email them to:
4) Please mail the original signed documents to:

Atlantic Wealth Management
110 East Broward Blvd
Suite 1700
Ft Lauderdale, FL 33301

5) An advisor will contact you shortly thereafter.
To Transfer an Account to Atlantic Wealth Management:
1) Download the ACAT (Account Transfer) Form 'E' above.

2) Complete the ACAT Form and fax/email it back to us along with a recent
monthly statement from the current holding company.

*Via Fax:
+1 954 697 0181  or email the forms to:

3) An advisor will contact you shortly thereafter.  
*Please call an advisor now if you require immediate assistance:

+1 954 315 3921
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*Wire Funds Instructions
+ 1 954 315 3921
+ 1 954 315 3921
Atlantic Wealth Management offers Securities through International Assets Advisory LLC an Independent Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through International
Assets Investment Management, LLC, an SEC Registered Investment Advisor. International Assets Advisory, LLC and International Assets Investment Management, LLC are affiliated companies. Registered
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