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INVESTOR PROFILE

PERSONAL/CORPORATE DETAILS

Title:
* Surname:
* Other Names:
Home Address:
Postal address:
* Email address:
* Telephone No:
Age Category:

EMPLOYMENT STATUS

   
Occupation:
Length of Service :
Company Name & Address:
Position:
Involvement in the Public Service :

DESIRED RETURN

   

RISK TOLERANCE

   

DURATION OF INVESTMENT

   

INVESTMENT RESTRICTION

   
Preferred sectors of the investor

Investments or types of investment not desired to be effected on my Portfolio:

Other restrictions on purchases or sales:

Special instructions:

PAST EXPERIENCE IN THE STOCK MARKET

   
Number of years:
Investment knowledge:

CHOICE OF PORTFOLIO MANAGEMENT SERVICE

   

Sum of Initial Invt. commitment:
Amount in words:
Source of Funds :

DESIRE FOR MANAGEMENT OF EXISTING PORTFOLIO

   
Name of account:
CSCS Account No:
Name of account:
CSCS Account No:
Name of account:
CSCS Account No:
Name of account:
CSCS Account No:
Name of account:
CSCS Account No: