Nationality
Country of residence
Age
Date of birth - needed to
produce savings plan
illustrations
Day
Month
Year
Reasons for saving
How long will you save (minimum
5 years)
How much do you want to save
(The
monthly minimum
is 100 GBP / 150 Euro / 150 USD)
Can you afford to save the same
amount if your circumstances
change
What is your tolerance to
investment risk
Low
Medium
High
Combination
Will the savings plan include
your wife or partner
Please use
this area to enter any other
comments you think might be
useful for us to know
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