1. Personal Information

Full Legal Name *

Date of Birth *

Nationality *

Country of Residence *

Phone Number *

Email Address *

2. Identification

ID Type *National IDPassportDriver's License

ID / Passport Number *

Issuing Country *

Expiry Date *

3. Investment Profile

Investment Amount *

Preferred Currency *
EURUSDGBPOther

Investment Horizon *
1–3 years3–5 years5–10 years10+ years

Risk Appetite *
ConservativeModerateAggressive

Primary Investment Goal *
Capital GrowthIncomePreservationBalanced

4. Source of Wealth & Funds

Source of Wealth *
EmploymentBusinessInheritanceInvestment ReturnsOther

Estimated Net Worth *

Bank / Financial Institution Name *

5. Service Preferences

Preferred Contact Method
EmailPhoneVideo CallIn Person

Reporting Frequency
MonthlyQuarterlySemi-AnnualAnnual

ESG / Impact Focus
Yes – prioritize ESGNo preference

Specific sectors / exclusions

6. Referral

How did you hear about us?
ReferralWebsiteEventSocial MediaOther

Referral Name / Code

Declaration

I confirm that the information provided is accurate and complete. I agree to the Terms & Conditions and Privacy Policy.

Signature (Type Name)

Date