• Appointed Representative

    • Please enter in UK Date format (dd/mm/yy)
    • Business Information

    • (Only add if UK Company)
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    • Please complete this client appropriateness assessment form, which is required in order to assess the level of your knowledge and experience of investments and to determine whether these investments are appropriate for you. If you do not complete this questionnaire, it will not be possible to assess your knowledge of investing in and experience of this sector. This questionnaire is not an offer to sell securities.

      Your answers will be kept as confidential as possible. You agree, however, that this Questionnaire may be shown to such persons as the Company deems appropriate to determine your eligibility and your general suitability for investing in these products.

    • Prior Investment Experience

    • Education and Employment

    • Financial status

    • Risk appetite/dependency on funds invested