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Savings Form

Details

Name          Email   

Do you want us to call you          Best local time to call           Phone number/s     

Nationality         Country of residence           Age   

Date of birth required occasionally to produce savings plan illustrations    Day         Month          Year   

Saving Requirements

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 circumstance change   

What is your tolerance to investment risk    Low    Medium    High    Combination

Will the savings plan include your wife or partner  

Additional information

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