CLIENT PERSONAL DETAILS

    Select Title (required)

    [group group-739]

    [/group]

    BANK DETAILS

    Are the funds from your investment being remitted from a different bank account? (required)

    [group group-010]

    [/group]

    [group group-350]

    [/group]
    INVESTMENT SELECTION

    Could you make investments in multiple currencies? (required)

    [group group-367]
    Choose FlexGlobal plan currency (required)

    [/group]

    [group group-368]
    Choose one of your currencies for the FlexGlobal plan (required)

    [/group]

    Choose kind of investments (required)

    [group group-900]
    Do you wish your contributions to FlexGlobal to be in a different currency from your plan currency ? (required)

    [group group-639]


    [/group]

    [group group-001]

    [/group]
    Based on your risk profile choose an investment strategy (required)

    [group group-574]

    Fund Manager

    Growth

    Adventurous

    Aberdeen Standard Investments

    GBP

    GBP

    GBP

    GBP

    GBP


    GBP

    GBP

    GBP

    GBP

    BlackRock


    Canaccord Genuinity



    GAM



    Pacific Asset Management




    [/group]

    [group group-474]

    Fund Manager

    Cautious

    Moderate

    Growth

    Aberdeen Standard Investments

    GBP

    GBP

    GBP

    GBP

    GBP

    GBP

    GBP

    GBP

    GBP


    GBP

    GBP


    BlackRock







    Canaccord Genuinity







    GAM










    Pacific Asset Management










    [/group]

    [group group-067]

    Fund Manager

    Defensive

    Cautious

    Aberdeen Standard Investments

    GBP

    GBP

    [text "GBP"]
    GBP

    GBP

    GBP

    GBP

    GBP

    BlackRock




    GAM







    Pacific Asset Management







    [/group]

    Establishment fee (required)

    Particular requests to the operator

    [/group]

    [group group-902]
    Do you wish your contributions to FlexGlobal to be in a different currency from your plan currency ?(required)

    [group group-936]

    [/group]

    [group group-002]

    [/group]

    Based on your risk profile choose an investment strategy(required)

    [group group-457]

    include_blank "GBP" "USD" "EUR"]

    Fund Manager

    Growth

    Adventurous

    Aberdeen Standard Investments

    GBP

    GBP


    GBP

    GBP

    BlackRock


    Canaccord Genuinity



    GAM



    Pacific Asset Management


    [/group]

    [group group-447]

    Fund Manager

    Cautious

    Moderate

    Growth

    Aberdeen Standard Investments

    GBP

    GBP

    GBP

    GBP

    GBP

    GBP


    BlackRock



    Canaccord Genuinity



    GAM




    Pacific Asset Management




    [/group]

    [group group-706]

    Fund Manager

    Defensive

    Cautious

    Aberdeen Standard Investments

    GBP

    GBP

    GBP

    GBP

    BlackRock


    GAM



    Pacific Asset Management



    [/group]

    Establishment fee (required)

    Particular requests to the operator

    [/group]

    [group group-901]
    Do you wish your contributions to FlexGlobal to be in a different currency from your plan currency ? (required)

    [group group-369]

    [/group]

    [group group-003]

    [/group]

    Based on your risk profile choose an investment strategy (required)

    [group group-754]

    Fund Manager

    Growth

    Adventurous

    Aberdeen Standard Investments

    GBP

    GBP


    GBP

    GBP

    BlackRock


    Canaccord Genuinity



    GAM



    Pacific Asset Management


    [/group]

    [group group-744]

    Fund Manager

    Cautious

    Moderate

    Growth

    Aberdeen Standard Investments

    GBP

    GBP

    GBP

    GBP

    GBP

    GBP


    BlackRock



    Canaccord Genuinity



    GAM




    Pacific Asset Management


    [selec* your-PAMcon_lumpsum_curr_available include_blank "GBP" "USD" "EUR"]



    [/group]

    [group group-607]

    Fund Manager

    Defensive

    Cautious

    Aberdeen Standard Investments

    GBP

    GBP

    GBP

    GBP

    BlackRock


    GAM



    Pacific Asset Management



    [/group]

    Particular requests to the operator

    [/group]

    Indicate the source of the funds being subscribed to FlexGlobal? (required)

    Details

    Details

    Details

    Details

    Details

    JERSEY WILL AND TESTAMENT:

    BENEFICIARY DETAILS:

    Indicate the number of individuals that you would like to benefit form your FlexGlboal Assets in the event of your demise? (required)

    [group group-401]

    1ST BENEFICIARY

    [/group]

    [group group-402]

    1ST BENEFICIARY

    2ND BENEFICIARY

    [/group]

    [group group-403]

    1ST BENEFICIARY

    2ND BENEFICIARY

    3RD BENEFICIARY

    [/group]

    [group group-404]

    1ST BENEFICIARY

    2ND BENEFICIARY

    3RD BENEFICIARY

    4TH BENEFICIARY

    [/group]

    [group group-405]

    1ST BENEFICIARY

    2ND BENEFICIARY

    3RD BENEFICIARY

    4TH BENEFICIARY

    5TH BENEFICIARY

    [/group]

    [group group-406]

    1ST BENEFICIARY

    2ND BENEFICIARY

    3RD BENEFICIARY

    4TH BENEFICIARY

    5TH BENEFICIARY

    6TH BENEFICIARY

    [/group]

    CLIENT'S DECLARATION:


    Date

    FINANCIAL ADVISER'S DECLARATION: Date