Investor Application

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Trust Details
Investment Questionnaire
Elective Professional Client
Investment Profile and Preferences
Review and Submit Application

Please select the relevant type of Trust:



Settlor Details:

Please provide the following details for all settlors:


Title:

First Name:

Middle Name:

Last Name:

Gender:

Date of Birth:

Address Line 1:

Address Line 2:

City:

Postcode:

Country:

Have they lived here for under a year?:

Previous Address:

Please confirm the settlors previous address


Address Line 1:

Address Line 2:

City:

Postcode:

Country:

Please provide a copy of the settlors passport or drivers license:

Drag&Drop file here

(max size: 5MB)

Beneficiary Details:

Please provide the following details of all the Trust Beneficiaries that hold over 25% and are above the age of 18:


Title:

First Name:

Middle Name:

Last Name:

Gender:

Date of Birth:

Address Line 1:

Address Line 2:

City:

Postcode:

Country:

Have they lived here for under a year?:

Previous Address:

Please confirm the beneficiary's previous address:


Address Line 1:

Address Line 2:

City:

Postcode:

Country:

Please provide a copy of the beneficiary’s passport or drivers license:

Drag&Drop file here

(max size: 5MB)

Remember you can click back to each
stage in this application at any time
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