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Section 1 — Personal Information

First Name

Last Name

Date of Birth

Nationality

Country of Residence

Email Address

Phone Number

Section 2 — Investor Profile

What best describes you?

Individual Investor High-Net-Worth Individual Family Office Corporate Investor Institutional Investor Other

Investment Experience

Beginner Intermediate Advanced Professional

Have you invested before?

Stocks Bonds Real Estate Startups Cryptocurrency Private Equity Investment Funds

Section 3 — Investment Capacity

Available Investment Capital

Under $10,000 $10,000 – $50,000 $50,000 – $100,000 $100,000 – $500,000 $500,000 – $1 Million Over $1 Million

Investment Time Horizon

Less than 1 Year 1–3 Years 3–5 Years 5–10 Years Long Term

Section 4 — Investment Interests

Areas of Interest

Real Estate Commercial Property Residential Property Development Projects Sustainable Investments Technology Ventures Income-Producing Assets Impact Investments Charity & Social Projects

Risk Tolerance

Conservative Moderate Growth Aggressive

Expected Annual Return

5–8% 8–12% 12–15% 15%+

Section 5 — Compliance

Source of Funds

Are you a Politically Exposed Person (PEP)?

Yes No

AML Declaration

I certify that all information provided is accurate and that the funds used for investment originate from lawful sources.

Section 6 — Account Setup

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