INDIVIDUAL APPLICATION FORM FOR INVESTMENT MANAGEMENT SERVICES

This form should be completed with the assistance of your investment adviser.

Step 1 of 4

PART A: INVESTMENT MANDATE

This refers to the classes of investment assets dealt with by Bridgepath Capital Limited. Please indicate the Service(s) in which you wish to invest as discussed between you and your investment adviser. The principal investment objectives, particularly any specific exclusions or requirements, should be clearly detailed below. As the account will be managed to the client’s specific requirements, it is possible that the portfolio construction will be different to Bridgepath Capital’s investment portfolios
Asset Class
I/we confirm that I/we have received professional advice from a qualified investment adviser and agreed the following investment profile (please tick the relevant boxes):
Primary Investment Objective:
Investment Horizon:

ATTITUDE TO RISK

When investing capital, my/our primary goal is:
Low Risk (Defensive)
Low to Moderate Risk (Cautious)
Moderate Risk (Balanced)
Moderate to High Risk (Growth)
High Risk
Payment of Income