CLIENT PERSONAL DETAILS Select Title (required) —Please choose an option—MrMrsMissMsOther [group group-739] Details: [/group] Family Name (required) Former Name (if applicable) First Name (required) Tax ID Date of Birth (required) Nationality (required) Residential Address (required) Country of residence (required) Post/area Code (required) Home phone (required) Mobile phone (required) Work Phone Occupation (required) Your personal E-mail (required) Employer BANK DETAILS Account Number (required) Sort Code (required) IBAN Number (required) SWIFT Code (required) Bank Name (required) Bank Address (required) Are the funds from your investment being remitted from a different bank account? (required) YesNo [group group-010] [/group] [group group-350] Account Number (required) Sort Code (required) IBAN Number (required) SWIFT Code (required) Bank Name (required) Bank Address (required) [/group] INVESTMENT SELECTION Could you make investments in multiple currencies? (required) YesNo [group group-367] Choose FlexGlobal plan currency (required) GBPUSDEUR [/group] [group group-368] Choose one of your currencies for the FlexGlobal plan (required) GBPUSDEUR [/group] Financial Adviser Service Fee (% per annum) (required) Establishment fee (%) (required) Choose kind of investments (required) Lump-sum investmentsMonthly contributionMixed investment (lump + contributions) [group group-900] Do you wish your contributions to FlexGlobal to be in a different currency from your plan currency ? (required) YesNo [group group-639] Choose the amounts and the currencies of the investment in Lump-Sum investments (required) "e.g 10,000 and EUR /GBP/USD. Separate each contribution with a comma." Choose the amounts and the currencies of the investment in Monthly contribution (required) "e.g 10,000 and EUR /GBP/USD. Separate each contribution with a comma." [/group] [group group-001] Choose the amount of the investment in Lump-Sum investments in your FlexGlobal currency (required) "e.g 10,000 and EUR /GBP/USD. Separate each contribution with a comma." Choose the amount of the investment in Monthly contribution in your FlexGlobal currency (required) "e.g 10,000 and EUR /GBP/USD. Separate each contribution with a comma." [/group] Based on your risk profile choose an investment strategy (required) IncomeBalancedGrowth [group group-574] Fund Manager Growth Adventurous Aberdeen Standard Investments MyFolio Mkt IV Lump Sum (%) GBP MyFolio Mkt IV Monthly contribution (%) GBP MyFolio Mgd IV Lump Sum (%) GBP MyFolio Mgd IV Monthly contribution (%) GBP Diversified Growth Lump Sum (%) GBP —Please choose an option—GBPEUR Diversified Monthly contribution (%) —Please choose an option—GBPEUR MyFolio Mkt V Lump Sum (%) GBP MyFolio Mkt V Monthly contribution (%) GBP MyFolio Mgd V Lump Sum (%) GBP MyFolio Mgd V Monthly contribution (%) GBP BlackRock Growth Lump Sum (%) —Please choose an option—GBPUSDEUR Growth Monthly contribution (%) —Please choose an option—GBPUSDEUR Canaccord Genuinity Affinity Lump Sum (%) —Please choose an option—GBPUSDEUR Affinity Monthly contribution (%) —Please choose an option—GBPUSDEUR Opportunity Lump Sum (%) —Please choose an option—GBPUSDEUR Opportunity Monthly contribution (%) —Please choose an option—GBPUSDEUR GAM Growth Lump Sum (%) —Please choose an option—GBPUSDEUR Growth Monthly contribution (%) —Please choose an option—GBPUSDEUR Dynamic Growth Lump Sum (%) —Please choose an option—GBPUSDEUR Dynamic Growth Monthly contribution (%) —Please choose an option—GBPUSDEUR Pacific Asset Management Plus Lump Sum(%) —Please choose an option—GBPUSDEUR Plus Monthly contribution(%) —Please choose an option—GBPUSDEUR [/group] [group group-474] Fund Manager Cautious Moderate Growth Aberdeen Standard Investments MyFolio Mkt II Lump Sum (%) GBP MyFolio Mkt II Monthly contribution (%) GBP MyFolio Mgd II Lump Sum (%) GBP MyFolio Mgd II Monthly contribution (%) GBP MyFolio Mkt III Lump Sum (%) GBP MyFolio Mkt III Monthly contribution (%) GBP MyFolio Mgd III Lump Sum (%) GBP MyFolio Mgd III Monthly contribution (%) GBP MyFolio Mkt IV Lump Sum (%) GBP MyFolio Mkt Monthly contribution (%) MyFolio Mgd IV Lump Sum (%) GBP MyFolio Mgd IV Monthly contribution (%) GBP Diversified Lump Sum (%) —Please choose an option—GBPEUR Diversified Monthly contribution (%) —Please choose an option—GBPEUR BlackRock Moderate Lump Sum (%) —Please choose an option—GBPUSDEUR Moderate Monthly contribution (%) —Please choose an option—GBPUSDEUR Growth Lump Sum (%) —Please choose an option—GBPUSDEUR Growth Monthly contribution (%) —Please choose an option—GBPUSDEUR Canaccord Genuinity Diversity Lump Sum (%) —Please choose an option—GBPUSDEUR Diversity Monthly contribution (%) —Please choose an option—GBPUSDEUR Affinity Lump Sum (%) —Please choose an option—GBPUSDEUR Affinity Monthly contribution(%) —Please choose an option—GBPUSDEUR GAM Cautious Lump Sum (%) —Please choose an option—GBPUSDEUR Cautious Monthly contribution (%) —Please choose an option—GBPUSDEUR Balanced Lump Sum (%) —Please choose an option—GBPUSDEUR Balanced Monthly contribution (%) —Please choose an option—GBPUSDEUR Growth Lump Sum (%) —Please choose an option—GBPUSDEUR Growth Monthly contribution (%) —Please choose an option—GBPUSDEUR Pacific Asset Management Conservative Lump Sum (%) —Please choose an option—GBPUSDEUR Conservative Monthly contribution (%) —Please choose an option—GBPUSDEUR Core Lump Sum (%) —Please choose an option—GBPUSDEUR Core Monthly contribution (%) —Please choose an option—GBPUSDEUR Plus Lump Sum (%) —Please choose an option—GBPUSDEUR Plus Monthly contribution (%) —Please choose an option—GBPUSDEUR [/group] [group group-067] Fund Manager Defensive Cautious Aberdeen Standard Investments MyFolio Mkt I Lump Sum (%) GBP MyFolio Mkt I Monthly contribution (%) GBP MyFolio Mgd I Lump Sum (%) [text "GBP"] MyFolio Mgd I Monthly contribution (%) GBP MyFolio Mkt II Lump Sum (%) GBP MyFolio Mkt II Monthly contribution (%) GBP MyFolio Mgd II Lump Sum (%) GBP MyFolio Mgd II Monthly contribution (%) GBP BlackRock Defensive Lump Sum (%) —Please choose an option—GBPUSDEUR Defensive Monthly contribution (%) —Please choose an option—GBPUSDEUR GAM Defensive Lump Sum (%) —Please choose an option—GBPUSDEUR Defensive Monthly contribution (%) —Please choose an option—GBPUSDEUR Cautious Lump Sum (%) —Please choose an option—GBPUSDEUR Cautious Monthly contribution (%) —Please choose an option—GBPUSDEUR Pacific Asset Management Defensive Lump Sum (%) —Please choose an option—GBPUSDEUR Defensive Monthly contribution (%) —Please choose an option—GBPUSDEUR Conservative Lump Sum (%) —Please choose an option—GBPUSDEUR Conservative Monthly contribution (%) —Please choose an option—GBPUSDEUR [/group] Establishment fee (required) YesNo 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) YesNo [group group-936] Choose the amounts and the currencies of the investment in Monthly contribution (required) "e.g 10,000 and EUR /GBP/USD. Separate each contribution with a comma." [/group] [group group-002] Choose the amount of the investment in Monthly contribution in your FlexGlobal currency(required) "e.g 10,000 and EUR /GBP/USD. Separate each contribution with a comma." [/group] Based on your risk profile choose an investment strategy(required) IncomeBalancedGrowth [group group-457] Fund Manager Growth Adventurous Aberdeen Standard Investments MyFolio Mkt IV (%) GBP MyFolio Mgd IV (%) GBP Diversified Growth (%) —Please choose an option—GBPEUR MyFolio Mkt V (%) GBP MyFolio Mgd V (%) GBP BlackRock Growth (%) —Please choose an option—GBPUSDEUR Canaccord Genuinity Affinity (%) —Please choose an option—GBPUSDEUR Opportunity (%) —Please choose an option—GBPUSDEUR GAM Growth (%) —Please choose an option—GBPUSDEUR Dynamic Growth (%) —Please choose an option—GBPUSDEUR Pacific Asset Management include_blank "GBP" "USD" "EUR"] Plus (%) —Please choose an option—GBPUSDEUR [/group] [group group-447] Fund Manager Cautious Moderate Growth Aberdeen Standard Investments MyFolio Mkt II (%) GBP MyFolio Mgd II (%) GBP MyFolio Mkt III (%) GBP MyFolio Mgd III (%) GBP MyFolio Mkt IV (%) GBP MyFolio Mgd IV (%) GBP Diversified Growth (%) —Please choose an option—GBPEUR BlackRock Moderate (%) —Please choose an option—GBPUSDEUR Growth (%) —Please choose an option—GBPUSDEUR Canaccord Genuinity Diversity (%) —Please choose an option—GBPUSDEUR Affinity (%) —Please choose an option—GBPUSDEUR GAM Cautious (%) —Please choose an option—GBPUSDEUR Balanced (%) —Please choose an option—GBPUSDEUR Growth (%) —Please choose an option—GBPUSDEUR Pacific Asset Management Conservative (%) —Please choose an option—GBPUSDEUR Core (%) —Please choose an option—GBPUSDEUR Plus (%) —Please choose an option—GBPUSDEUR [/group] [group group-706] Fund Manager Defensive Cautious Aberdeen Standard Investments MyFolio Mkt I (%) GBP MyFolio Mgd I (%) GBP MyFolio Mkt II (%) GBP MyFolio Mgd II (%) GBP BlackRock Defensive (%) —Please choose an option—GBPUSDEUR GAM Defensive (%) —Please choose an option—GBPUSDEUR Cautious (%) —Please choose an option—GBPUSDEUR Pacific Asset Management Defensive (%) —Please choose an option—GBPUSDEUR Conservative (%) —Please choose an option—GBPUSDEUR [/group] Establishment fee (required) YesNo 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) YesNo [group group-369] Choose the amounts and the currencies of the investment in Lump-Sum investments (required) "e.g 10,000 and EUR /GBP/USD. Separate each contribution with a comma." [/group] [group group-003] Choose the amount of the investment in Lump-Sum in your FlexGlobal currency(required) "e.g 10,000 and EUR /GBP/USD. Separate each contribution with a comma." [/group] Based on your risk profile choose an investment strategy (required) IncomeBalancedGrowth [group group-754] Fund Manager Growth Adventurous Aberdeen Standard Investments MyFolio Mkt IV (%) GBP MyFolio Mgd IV (%) GBP Diversified Growth (%) —Please choose an option—GBPEUR MyFolio Mkt V (%) GBP MyFolio Mgd V (%) GBP BlackRock Growth (%) —Please choose an option—GBPUSDEUR Canaccord Genuinity Affinity (%) —Please choose an option—GBPUSDEUR Opportunity (%) —Please choose an option—GBPUSDEUR GAM Growth (%) —Please choose an option—GBPUSDEUR Dynamic Growth (%) —Please choose an option—GBPUSDEUR Pacific Asset Management Plus (%) —Please choose an option—GBPUSDEUR [/group] [group group-744] Fund Manager Cautious Moderate Growth Aberdeen Standard Investments MyFolio Mkt II (%) GBP MyFolio Mgd II (%) GBP MyFolio Mkt III (%) GBP MyFolio Mgd III (%) GBP MyFolio Mkt IV (%) GBP MyFolio Mgd IV (%) GBP Diversified Growth (%) —Please choose an option—GBPEUR BlackRock Moderate (%) —Please choose an option—GBPUSDEUR Growth (%) —Please choose an option—GBPUSDEUR Canaccord Genuinity Diversity (%) —Please choose an option—GBPUSDEUR Affinity (%) —Please choose an option—GBPUSDEUR GAM Cautious (%) —Please choose an option—GBPUSDEUR Balanced (%) —Please choose an option—GBPUSDEUR Growth (%) —Please choose an option—GBPUSDEUR Pacific Asset Management Conservative (%) [selec* your-PAMcon_lumpsum_curr_available include_blank "GBP" "USD" "EUR"] Core (%) —Please choose an option—GBPUSDEUR Plus (%) —Please choose an option—GBPUSDEUR [/group] [group group-607] Fund Manager Defensive Cautious Aberdeen Standard Investments MyFolio Mkt I (%) GBP MyFolio Mgd I (%) GBP MyFolio Mkt II (%) GBP MyFolio Mgd II (%) GBP BlackRock Defensive (%) —Please choose an option—GBPUSDEUR GAM Defensive (%) —Please choose an option—GBPUSDEUR Cautious (%) —Please choose an option—GBPUSDEUR Pacific Asset Management Defensive (%) —Please choose an option—GBPUSDEUR Conservative (%) —Please choose an option—GBPUSDEUR [/group] Particular requests to the operator [/group] Indicate the source of the funds being subscribed to FlexGlobal? (required) Accumulated earnings from employment Details Proceeds of an existing investment Details Proceeds of the sale of property Details Compensation payment Details Other Details JERSEY WILL AND TESTAMENT: Full Name of the Applicant Full Name of the 1st Witness in CAPITALS Address of the 1st Witness Occupation of the 1st Witness Full Name of the 2nd Witness in CAPITALS Address of the 2nd Witness Occupation of the 2nd Witness BENEFICIARY DETAILS: Indicate the number of individuals that you would like to benefit form your FlexGlboal Assets in the event of your demise? (required) —Please choose an option—123456 [group group-401] 1ST BENEFICIARY Full Name of the 1st Beneficiary Address of the 1st Beneficary personal E-mail of the 1st beneficiary Kind of relationship % Allocation [/group] [group group-402] 1ST BENEFICIARY Full Name of the 1st Beneficiary Address of the 1st Beneficary personal E-mail of the 1st beneficiary Kind of relationship % Allocation 2ND BENEFICIARY Full Name of the 2nd Beneficiary Address of the 2nd Beneficary personal E-mail of the 2nd beneficiary Kind of relationship % Allocation [/group] [group group-403] 1ST BENEFICIARY Full Name of the 1st Beneficiary Address of the 1st Beneficary personal E-mail of the 1st beneficiary Kind of relationship % Allocation 2ND BENEFICIARY Full Name of the 2nd Beneficiary Address of the 2nd Beneficary personal E-mail of the 2nd beneficiary Kind of relationship % Allocation 3RD BENEFICIARY Full Name of the 3rd Beneficiary Address of the 3rd Beneficary personal E-mail of the 3rd beneficiary Kind of relationship % Allocation [/group] [group group-404] 1ST BENEFICIARY Full Name of the 1st Beneficiary Address of the 1st Beneficary personal E-mail of the 1st beneficiary Kind of relationship % Allocation 2ND BENEFICIARY Full Name of the 2nd Beneficiary Address of the 2nd Beneficary personal E-mail of the 2nd beneficiary Kind of relationship % Allocation 3RD BENEFICIARY Full Name of the 3rd Beneficiary Address of the 3rd Beneficary personal E-mail of the 3rd beneficiary Kind of relationship % Allocation 4TH BENEFICIARY Full Name of the 4th Beneficiary Address of the 4th Beneficary personal E-mail of the 4th beneficiary Kind of relationship % Allocation [/group] [group group-405] 1ST BENEFICIARY Full Name of the 1st Beneficiary Address of the 1st Beneficary personal E-mail of the 1st beneficiary Kind of relationship % Allocation 2ND BENEFICIARY Full Name of the 2nd Beneficiary Address of the 2nd Beneficary personal E-mail of the 2nd beneficiary Kind of relationship % Allocation 3RD BENEFICIARY Full Name of the 3rd Beneficiary Address of the 3rd Beneficary personal E-mail of the 3rd beneficiary Kind of relationship % Allocation 4TH BENEFICIARY Full Name of the 4th Beneficiary Address of the 4th Beneficary personal E-mail of the 4th beneficiary Kind of relationship % Allocation 5TH BENEFICIARY Full Name of the 5th Beneficiary Address of the 5th Beneficary personal E-mail of the 5th beneficiary Kind of relationship % Allocation [/group] [group group-406] 1ST BENEFICIARY Full Name of the 1st Beneficiary Address of the 1st Beneficary personal E-mail of the 1st beneficiary Kind of relationship % Allocation 2ND BENEFICIARY Full Name of the 2nd Beneficiary Address of the 2nd Beneficary personal E-mail of the 2nd beneficiary Kind of relationship % Allocation 3RD BENEFICIARY Full Name of the 3rd Beneficiary Address of the 3rd Beneficary personal E-mail of the 3rd beneficiary Kind of relationship % Allocation 4TH BENEFICIARY Full Name of the 4th Beneficiary Address of the 4th Beneficary personal E-mail of the 4th beneficiary Kind of relationship % Allocation 5TH BENEFICIARY Full Name of the 5th Beneficiary Address of the 5th Beneficary personal E-mail of the 5th beneficiary Kind of relationship % Allocation 6TH BENEFICIARY Full Name of the 6th Beneficiary Address of the 6th Beneficary personal E-mail of the 6th beneficiary Kind of relationship % Allocation [/group] CLIENT'S DECLARATION: Further information Date GG MM YY FINANCIAL ADVISER'S DECLARATION: Name Company Name Company Address E-mail Company Mobile Number Date GG MM YY
