CLIENT PERSONAL DETAILS Select Title (required) —Please choose an option—MrMrsMissMsOther [group group-001] Details: [/group] Family Name (required) First Name (required) Client Reference Number: FLEX CONTACT DETAILS IN CASE OF QUERIES Home phone (required) Mobile phone (required) Your personal E-mail (required) Your work E-mail (required) INVESTMENT SELECTION This section is to be completed, with your appointed Financial Adviser, to indicate your new investment fund choices. Do you wish to change your previous selected investment scheme? YesNo [group group-002] Please select your new investment's kind. Lump-sum investmentsMonthly contributionMixed investment (lump + contributions) [group group-101] 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." Based on your risk profile choose an investment strategy (required) IncomeBalancedGrowth [group group-101G] 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-101B] 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-101I] 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] Special Notes [/group] [group group-102] Based on your risk profile choose an investment strategy(required) IncomeBalancedGrowth [group group-102G] 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-102B] 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-102I] 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] Special Notes [/group] [group group-103] Based on your risk profile choose an investment strategy (required) IncomeBalancedGrowth [group group-103G] 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-103B] 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-103I] 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] Special Notes [/group] [/group] [group group-003] Please select your investment's kind. Lump-sum investmentsMonthly contributionMixed investment (lump + contributions) [group group-201] 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." Based on your risk profile choose an investment strategy (required) IncomeBalancedGrowth [group group-201G] 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-201B] 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-201I] 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] Special Notes [/group] [group group-202] Based on your risk profile choose an investment strategy(required) IncomeBalancedGrowth [group group-202G] 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-202B] 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-202I] 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] Special Notes [/group] [group group-303] Based on your risk profile choose an investment strategy (required) IncomeBalancedGrowth [group group-303G] 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-303B] 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-303I] 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] Special Notes [/group] [/group] CLIENT'S DECLARATION: Date GG MM YY FINANCIAL ADVISER'S DECLARATION: Name E-mail Company Mobile Number Date GG MM YY
