Client Portfolio: Fill out & sign online

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01. Edit your form online

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02. Sign it in a few clicks

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Click ‘Get Form’ to open the Client Portfolio in the editor.
Begin with Section 1, 'Your Details'. Fill in your personal information clearly using BLOCK CAPITALS. Ensure all mandatory fields are completed, including gender, date of birth, and contact details.
Move to Section 2, 'Investment Portfolio Details'. Select your preferred base currency and provide details about your initial investment and anticipated future investments.
In Section 3, 'Source of Funds and Wealth', answer all questions thoroughly as this is mandatory for compliance. Include bank details and a summary of your accumulated wealth.
Proceed to Section 4, 'Investment Choice', where you will specify how you want your investments allocated. Ensure the total allocation equals 100%.
Complete Sections 5 through 10 as applicable, ensuring you review the Anti-Money Laundering checklist in Section 7 and the Document checklist in Section 8 before submission.

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