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INDIVIDUAL APPLICATION FORM FOR INVESTMENT MANAGEMENT SERVICES

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

Step 1 of 5

20%
  • 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
  • ATTITUDE TO RISK

    When investing capital, my/our primary goal is:
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  • Base Currency and Reporting Currency

    Kindly note that the funds will be managed in Malawi Kwacha and funds received in other denominations will be converted to Malawi Kwacha equivalent using prevailing market rates.
  • PART B: PRINCIPAL APPLICANT DETAILS

  • CONTACT DETAILS

  • Drop files here or
    Max. file size: 1 GB.
      Please Attach Utility Bill or Lease Agreement Document
    • EMPLOYMENT DETAILS (If employed)

    • BUSINESS DETAILS

    • OWNERSHIP

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    • PART C: ADMINISTRATION DETAILS (Joint applicants)

      Please advise us whose instruction we are authorized to act upon for this account. Kindly select one option from the following list:
    • Please provide details of the bank from which the funds are being sent.

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    • PART C: FEES AND CHARGES

      Fees will be communicated and agreed seperately between the counterparties) Note: No fees will be charged on nominee client fund(s) invested on the money market.
    • SETTLEMENT BANK DETAILS (IF DIFFERENT FROM BANK ACCOUNT DETAILS ABOVE)

      Please provide bank details through which we will be making payments to you.
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    • PART D: THE INVESTMENT ADVISER

    • i About the adviser (to be completed by the adviser)

    • ADVISER DECLARATION

      I/we confirm that I/we have conducted a comprehensive analysis of the Investor’s financial circumstances, financial product experience, investment and financial objectives and have advised and agreed with the Investor(s) the suitability of the Mandate specified in Part A of this Agreement.
    • Max. file size: 1 GB.
      Please Attach Signature
    • MM slash DD slash YYYY
    • PART G: DECLARATION OF APPLICANT

    • MM slash DD slash YYYY
    • Max. file size: 1 GB.
      Please Upload Signature here
    • FOR: THE INVESTOR

      Applicant(s) must read this Agreement in its entirety, complete Parts B-E in full, provide signatures and ensure that all appropriate additional documentation is attached. NB Applications signed under a Power of Attorney may not be accepted. Please refer to the Investment Manager.
    • THE INVESTMENT MANAGER

      We hereby accept our appointment as Investment Manager of the Investments under the terms of this Agreement.
    • MM slash DD slash YYYY
    • Max. file size: 1 GB.
      Please Attach signature here
    • FOR: BRIDGEPATH CAPITAL LIMITED

      KYC CHECKLIST Please provide the following documents:
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      • IMPORTANT INFORMATION

        Direct deposits and electronic transfers can be made to the following bank account: Bank: Standard Bank Branch: Blantyre Account Type: Current Sort Code: 101002 Account Name: Bridgepath Capital - Nominees Account Number: 9100003191157 * Please make sure to send proof of payment after the transaction has been done.
      • This field is for validation purposes and should be left unchanged.
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      About Us

      Bridgepath Capital is a company that provides Investment Management and Financial Advisory services to individual and institutional investors.

      Contact Us

      • info@bridgepathcapitalmw.com
      • +265 (0) 111 828 355
      • www.bridgepathcapitalmw.com

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      We are a licenced portfolio/investment manager under the Financial Services Act 2010 with licence no PM001/20. We are regulated by the Registrar of Financial Institutions (Reserve Bank of Malawi)

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