Client Registration

Client Registration Form

Make a Client Account in Three Easy Procedures

FORM 1 - PERSONAL DETAILS.

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First Applicant

Title:

Mr.
Mrs.
Ms.
Other

Other (write in full)

First Name: *

Last Name: *

Previous Name:

(If applicable)

Date of Birth: *

Place of Birth:

Nationality: *

Current Residential Address and Postcode: *

Write in full. (Please note C/O or P.O. Box is not acceptable)

Country:

Home Telephone Number:

Mobile Telephone Number: *

Email: *

Second Applicant (If applicable)

Title:

Mr.
Mrs.
Ms.
Other

Other (write in full)

First Name:

Last Name:

Previous Name:

(If applicable)

Date of Birth:

Place of Birth:

Nationality:

Current Residential Address and Postcode::

Write in full. (Please note C/O or P.O. Box is not acceptable)

Country:

Home Telephone Number:

Mobile Telephone Number:

Relationship to First Applicant:

Email:

CORRESPONDENCE DETAILS

Please note that any correspondence we are required to send to you will be sent to the address you provide here. If no correspondence address is provided, we will use the current residential address of the first applicant.

Address and postcode for correspondence:

Is this address for:

YOU
A FRIEND
A FAMILY MEMBER
YOUR FINANCIAL ADVISER
YOUR WORK
OTHER

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First Applicant

Employer Name: *

Employer Address:

Nature of Employer Business:

Occupation: *

Job Title: *

Length of Service: *

Annual Gross Salary:

Please include currency symbol

If Retired or Unemployed:

Please provide details of your last employment before retirement or unemployment.

Second Applicant (If applicable)

Employer Name:

Employer Address:

Nature of Employer Business:

Occupation:

Job Title:

Length of Service:

Annual Gross Salary:

Please include currency symbol

If Retired or Unemployed:

Please provide details of your last employment before retirement or unemployment.

FORM 2 - INVESTMENT PORTFOLIO DETAILS.

FINANCIAL PROFILE:

A. Approximate Annual Income (USD): *

Less Than - $25,000
$26,000 - $100,000
$101,000 - $250,000
$251,000- $500,000
$501,000 - $1,000,000
$1,001,000- $3,000,000
$3,001,000 +

B. Approximate Net Worth (USD): *

Less Than - $25,000
$26,000 - $100,000
$101,000 - $250,000
$251,000- $500,000
$501,000 - $1,000,000
$1,001,000- $3,000,000
$3,001,000 +

C. Liquid Net Worth – Cash, Stocks, Bonds, etc. (USD): *

Less Than - $25,000
$26,000 - $100,000
$101,000 - $250,000
$251,000- $500,000
$501,000 - $1,000,000
$1,001,000- $3,000,000
$3,001,000 +

OTHER INVESTMENTS:

Please provide us with additional information about your other investments to help us more fully understand your investment profile and identify what types of investments or strategies may be suitable for you.

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Type of Investment:

Firm Holding the Investment :

Amount (USD) $:

FORM 3 - APPLICANT(s) and CASTWELL INVESTMENT ADVISORY DECLARATION.

I/We confirm that I/we have the necessary powers to take out this Client Portfolio Account and enter into a relationship with Castwell Investment Limited.

My/Our signature(s) below confirm(s) that: I/We declare that the information supplied in this application is complete and correct to the best of my/our knowledge and belief at the time of this declaration.

I/We agree to provide Castwell Investment Limited with any further information as may be required.

I/We agree to notify Castwell Investment Limited of any material changes in the information provided in this application including but not limited to, changes in personal details, which may occur after the date of this application.

I/We agree/disagree to Castwell Investment Limited using my/our personal information for marketing purposes. You may change your mind at any time about receiving marketing messages by contacting us as described in the Castwell Investment Limited Terms of Use.

I/We confirm that I/we have read and understood the Castwell Investment Limited Terms of Use.

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First Applicant

Signature

First Applicant Signed Here

Date:

Second Applicant (If applicable)

Signature

Second Applicant Signed Here

Date:

UPLOAD REQUIRED DOCUMENTATION:

A) Valid government ID (i.e., passport main page, or driver license front and back)
B) Utility bill dated within the last 3 months (i.e., water, electric, mobile phone bill, bank statement)

UPLOAD REQUIRED DOCUMENTATION:

Click or drag files to this area to upload. You can upload up to 4 files.

Please upload related photographs and documents in the following formats (DOC, DOCX, JPG, PNG, PDF) with 20MB each.