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Client Forms

Here, you’ll find the essential forms to open and manage your account with Somerset Asset Management. Completing and returning these documents promptly ensures a smooth onboarding process, allowing us to begin managing your investments without delay.

By submitting your Account Application Form and W-8BEN early, you gain faster access to our investment services, helping you take advantage of opportunities as soon as they arise. Our streamlined process minimizes paperwork while ensuring compliance with tax and regulatory requirements.

If you have any questions about the forms or need assistance, our team is here to help.