PHOCIS Tech© — Do You Qualify? Family Office Intake

Family Office Intake

Do you qualify?

Two minutes. We'll confirm your family office is a fit for a PHOCIS clearing account, and a team member follows up shortly.

Single- and multi-family offices T-Bill yield on strategic liquidity Institutional custody & controls

Secure & confidential. PHOCIS Tech© is a financial technology company, not a bank.

Step 1 of 4

About you

So we know who to follow up with.

Full name *

Please enter your name.

Family office / organization *

Please enter your company.

Work email *

Enter a valid email.

Phone number *

Please enter a phone number.

Step 2 of 4

Your family office

This tells us how we can help — and whether you qualify.

What type of family office are you? *

Please choose your organization type.

What is your geographic reach? *

Please choose a range.

Primary allocation interests

Real Estate Credit Treasury / T-Bills Private Credit Direct Investments Infrastructure Other Alternatives

Approximate investable assets *

Primary jurisdictions / markets *

Company website

Step 3 of 4

Capital & liquidity

Tell us about the capital and strategic liquidity you want PHOCIS to support.

Typical allocation size *

How is strategic liquidity held today? *

New allocations per year

Realizations per year

Approximate active portfolio exposure

Approximate strategic cash / near-cash *

Current custodian / treasury provider

Your role / title *

Are you a decision-maker for treasury or custody?

How soon are you looking to open an account?

Step 4 of 4

Confirm & submit

One last thing, then you're done.

Text updates (optional). I consent to receive text message updates from PHOCIS Tech about my application. Message & data rates may apply; reply STOP to opt out.

By submitting, you agree a PHOCIS Tech representative may contact you about evaluating a PHOCIS treasury and clearing relationship. We don't sell your information. Banking services are provided through a partnership with Wells Fargo Bank N.A., a federally insured financial institution.

You're in good hands.

Thanks — your application is in. A PHOCIS Tech team member will review it and reach out shortly to walk you through opening your account.

48-hour onboarding Held in segregated custody Zero fees, ever

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