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Open or transfer an investment account online. Once you have completed the application one of our advisers will contact you with an investment proposal.
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Adviser will respond
Introduction
What type of account are you looking for?
*
-- Please Select --
ISA
Pension
GIA
JISA
Are you an existing customer?
*
Yes
No
What is your name and date of birth?
Full Name
*
Date of Birth
*
DD slash MM slash YYYY
Email
*
Initial Investment amount?
*
Regular monthly investment amount?
*
What date of the month would you like your regular saving plan?
*
1st
10th
17th
25th
Investment Application
Risk
When do you intend to use the invested money?
*
-- Please select --
Short term (0-5 years)
Medium term (5-10 years
Long term (10+ years)
No fixed term
How much of this investment could you stand to lose without having a significant impact on your future standard of living?
*
-- Please select --
None or very limited losses
Small/medium losses could be tolerated
Large losses would have a low impact on future lifestyle
If you needed sudden access to a lump sum, how likely is it that you would need to encash this investment?
*
-- Please select --
I have other savings and investments which I can use for most needs
I may need this investment if I needed access to a significant amount of money quickly
I would almost certainly need access to this investment
Investment theme?
*
-- Please select --
Conventional
Ethical
Investment style?
*
-- Please select --
Conservative
Cautious
Balanced
Adventurous
Speculative
Your Investment profile
Conservative
Prefer to keep capital safe rather than to seek high returns.
Lend towards saving money in the bank and not comfortable with stock markets.
Limited knowledge of financial matters.
Minimal experience with investing beyond bank accounts.
Always take a long time to make financial decisions.
Usually suffer with server regret if decision turn out badly.
Cautious
Prefer to keep capital safe but could be persuaded for controlled exposure to better returns.
Prefer saving money in the bank but could consider other types of investments may be better over longer periods.
Low to moderate knowledge of financial matters.
Limited experience with investing in financial products, beyond bank accounts.
Can take a relatively long time to make financial decisions.
Regulatory suffer with regret if decision turn out badly.
Balanced
Understand that they have to take investment risk in order to meet their long term goals.
Willing to take risks with at least some of their available assets.
Moderate levels of financial knowledge.
May have some experience investment products that include equities and bonds.
Relatively quick when it comes to making financial decisions.
May suffer from some feelings of regret if their decisions turn out badly.
Adventurous
Happy to take on investment risk, understand that it is crucial for generating returns.
Willing to take risk with most of their avail assets.
Moderate to high levels of financial knowledge.
Usually experienced investors, who have used a range of different investment products in the past.
Able to make up their minds on financial matters and move quickly.
Sometimes suffer regret when their decisions that turn out bad, but accept occasional poor outcomes as part of a long term investment view.
Speculative
Often looking for the highest possible return, taking risks in order to achieve this.
Usually willing to take risk with all of their available assets.
High levels of financial knowledge.
Experienced investors, sometimes actively managing their own investments.
Will make quick decisions on financial matters.
Do not normally suffer regret when their decisions that turn out bad, they accept occasional poor outcomes in pursuit of long term investment goals.
Investment Application
Personal Information
Full Name
*
Date of Birth
*
DD slash MM slash YYYY
Residential Status
*
-- Please Select --
Homeowner
Renting
Living with friends / relatives
Landlord Details
Name/Agent
*
Phone
*
Address
*
Street Address
City
State / Province / Region
ZIP / Postal Code
How many years at current address
*
Date moved in to current address
*
MM slash DD slash YYYY
Address
*
Street Address
City
State / Province / Region
ZIP / Postal Code
Date moved in to this address
*
MM slash DD slash YYYY
Have you added 3 years address history?
Yes
Previous Address
*
Street Address
City
State / Province / Region
ZIP / Postal Code
Email
*
Mobile
*
Home Phone
NI Number
*
Maiden Name
Marital Status
*
Nationality
*
Country of birth
*
Right to reside in the UK?
*
Yes
No
Length of residency
*
From birth
Other
From year?
*
Gender
*
Male
Female
Have you made a will?
*
Yes
No
Health
Do you smoke?
*
Yes
No
Are you in good health?
*
Yes
No
Family & Dependants
Do you have children under 17?
*
Yes
No
Please list their Names and DOB
Do you have any adult dependents?
*
Yes
No
Please list their names, relationship and DOB
Do you receive any tax credits, maintenance, child benefit payments or other income credits?
*
Yes
No
Please provide detail
Investment Application
Income & Employment
What is your employment status?
*
-- Please Select --
Employed
Self Employed
Contract worker
Retired
Employment details
Retirement age
Employer
*
Employer Address
*
Street Address
City
State / Province / Region
ZIP / Postal Code
Contact number
*
Start date
MM slash DD slash YYYY
Occupation
*
Position
*
Employed income
Basic salary
*
Overtime
Commission
Employment details
Retirement age
Business Name
*
Business Address
*
Street Address
City
State / Province / Region
ZIP / Postal Code
Contact number
*
Business start date
*
MM slash DD slash YYYY
Occupation
*
Industry
*
Self Employed income
Net Profit (most recent) - amount, year
*
Net Profit (previous) - amount, year
*
Projection for current year - amount
Do you have an accountant?
*
Yes
No
Accountant details
Name
*
Firm
*
Address
Street Address
City
State / Province / Region
ZIP / Postal Code
Email
Contact number
*
Qualifications
-- Please Select --
Institute of Chartered Accountants in England and Wales (ICAEW)
Institute of Chartered Accountants of Scotland (ICAS)
Chartered Accountants Ireland
Association of Chartered Certified Accountants (ACCA)
Chartered Institute of Public Finance and Accountancy (CIPFA)
Chartered Institute of Management Accountants (CIMA)
Association of Accounting Technicians (AAT)
Unknown
Contractor details
When did you start contractor work?
*
MM slash DD slash YYYY
Current contract start date?
*
MM slash DD slash YYYY
Contract Term?
*
Contract End date?
*
MM slash DD slash YYYY
Income Details
*
Please use the area to input any relevant information you have regarding your contracting income?
Retirement details
When did you retire?
*
MM slash DD slash YYYY
Do you have a second job?
*
Yes
No
Type of employment
*
-- Please Select --
Permanent
Part time
Non fixed contract
Open ended
Start date
*
MM slash DD slash YYYY
Company name
*
Address
*
Street Address
City
State / Province / Region
ZIP / Postal Code
Contact number
*
Income (Annual)
*
Do you have any other annual income from property / investments or other sources?
*
Yes
No
Other annual income from property / investments or other sources
*
Property / Rental income
Investment Income
Pension Income
State Pension
Pension Credit
Child Benefit
State Disability Benefit
Universal Credit/Tax Credits
Check all that apply
Property / Rental income
Investment Income (including dividends)
Pension Income (including annuities)
State Pension
Pension Credit
Child Benefit
State Disability Benefit
Universal Credit/Tax Credits
Investment Application
Expenditure
Please list your monthly expenses below?
Mortgage/Rent
Council tax
Electricity
Gas
Home Phone & Broadband
Mobile
Water
House keeping (Food etc)
Child care costs
Other loans
Insurance
Pension
Travel / Vehicle
Credit cards
Clothing
Any other expenses
(holiday, school fees, second property mortgage payments etc)
Investment Application
Assets
Please list your current assets?
Residential Property
BTL Property
Savings
Pension
ISA
Investments
Investment Application
Liabilities
Please list your current liabilities?
Mortage res
Please list the lender, balance and monthly payment.
Mortgage BTL
Please list the lender, balance and monthly payment.
Loans/Hire purchase
Please list the lender, balance, monthly payment
Credit Cards
Please list the company, balance and credit limit.
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