Name *

First Name

Last Name

Gender *

Male

Female

Date of birth *

MM

DD

YYYY

Are you, a relative, or associate of a politically exposed person? *

Yes

No

What type of tax payer are you? *

Basic rate

Higher rate

Additional rate

Are you expecting any changes to circumstances within next 5 years? *

Yes

No

Smoker? *

Yes

No

Are you interested in investing in ethical/sustainable focused funds (at the expense possibly of lower returns? *

Yes

No

Do you have own company or are you self employed or are you an employee? *

Own company

Self employed

Employee

Do you have any other properties, if so please provide details as above e.g. Buy to let? *

Yes

No

Please send your passport and driving licence via email *

Yes

Where are the contributions coming from? *

Your company

Personally

Do you want to contribute pensions monthly or in a single lump sum? *

Monthly

Single Lump sum