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Client Portfolio 2026
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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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