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Residents in Sri Lanka may open an Individual Account and to do so, a client registration form must be completed. Once completed, the form should be submitted along with two copies of the client's National Identity Card or passport. If copies of the client's passport are provided, a proof of billing made within the last three months should be submitted as well. Furthermore, a proof of billing must be provided if the residential address on the client registration form is not the address at which the client currently resides.

Non-residents who wish to open an account must first open a SIERA bank account. This is to avoid problems which arise when handling different currencies. The bank will then provide a confirmation letter, which should be handed in when submitting the completed client registration form. Two copies of the client’s passport and a proof of billing made within the last three months are required.

Company accounts may be opened by completing an Application for Opening of Securities Account for Companies. The signatures of at least two directors of the company and an embossed seal must be included on the application. The following documents are required:

• Memorandum and Articles of Association or corresponding document.
• Certificate of Incorporation or corresponding document.
• Where the applicant is a non-resident, a copy of the Certificate of Good Standing issued by the Registrar of Companies/applicable authority where the Company is incorporated.
• Certified extract of the resolution to open the CDS account (in the alternative, the resolution may be certified in the CDS Account Opening Application itself). Where the application is titled in the names of the 'Registered Holder/Global Custodian/Beneficiary' and forwarded through a Custodian bank, a copy of the SWIFT message or similar document issued by the Global Custodian instructing the local Custodian Bank to open the account on behalf of the beneficiary Company should be submitted together with a declaration from the Global Custodian that a Custody arrangement or agreement exists between the Global Custodian and the beneficiary.
• Certificate to commence business(where relevant).