Your details

  Name

  Age and dob

 Email addresses

  Phone numbers

  Nationality

  Country of residence

Your investment objectives

When do you want to invest

Amount and currency you want to investment

Do you intend to invest for a minimum of 5 years

Do you need to withdrawal more than 10% per annum from the investment in the first five years

Where is the money now

Reason for investment

Capital Growth   Provide income to live on   Relocate money to reduce tax   Other

Who will own the investment     You    You and another

What is your risk / reward profile

Low     Medium     High     Combination

What annual average investment growth do you expect

Other information you think is important

To comply with offshore regulations can you prove your identity by providing a photocopy of your passport

Yes      No

To comply with offshore regulations can you prove where you live by providing an original or a photocopy of a utility bill or bank / Visa statement showing your name and address or a letter from your employer giving your address

Yes      No

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