Shorebridge Group

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Personal Information

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Address Line 1 *

Address Line 2

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Account Credentials

Please provide a secure password below that you will use to log in to your online research portal. The email address you have supplied on this form will be your username

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Applicant Information

Joint Account Only

Do you want to include a second applicant?

Account Title

First Name *

Middle Name

Last Name *

Date of Birth

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Address Line 1 *

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Please select and supply details if you will be registering funds for investments from the following:

From a Company

From a Trust

From a self-managed or qualifying pension

Have you invested in any of the following

Equities

Property

Bonds

Option

CFDs

Cryptocurrency

Trading Experience

Risk Tolerance

Investing involves risk. Different investment products and strategies involve different degrees of risk. The higher the expected returns of a product or strategy the greater the risk. Higher risk strategies typically offer higher returns. Please select the degree of risk that you are willing to take with this account.

Conservative. I would like to preserve my initial principal in this account, with minimal risk.

Moderately Conservative. I am willing to accept low risk to my initial principal, including low volatility, to seek a modest level of portfolio returns.

Moderate. I am willing to accept some risk to my initial principal and tolerate some volatility to seek higher returns.

Moderately Aggressive. I am willing to accept high risk to my initial principal, including high volatility, to seek high returns over time invested.

Significant Risk. I am willing to accept maximum risk to my initial principal to aggressively seek maximum returns, and understand I could lose some or all of my investment.

Annual Income from All Users

Current Value Of Investment Holdings

Current Value Savings

Liquid Net Worth

Please confirm the following to qualify as an accredited/sophisticated investor:

In the last 2 years have your earnings exceeded USD 250,000 per annum?

Excluding your residential home do you have investments, savings and other liquid assets that exceed USD 1,000,000?

By submitting this application you confirm that all information is accurate and true to the best of your knowledge. You also agree to notify us of any changes in your circumstances or in the information provided.

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