Home
Products and Services
FAQ
PFS Group Info
Contact us
UK Pension Transfer
Market News
Asset Protection
Financial Tools
Connect and Options
Football Fund
Buying Foreign Currency
Lifestyle Property
Weekly Article
Business Class Group
TRUSTNET.COM
Read PFS article on trustnet.com - the largest fund info site on the net
BOSTON FUNDS LOGIN
Click here to access your funds trading account
WEEKLY REPORT
Read the regularly updated Weekly Reports from PFS here.
MONTHLY REPORTS
Monthly Reports from Platinum Financial Services
LIFESTYLE PROPERTY
Lifestyle Property is our preferred property agent. Click here to see more.
MARKET NEWS
For current market news
from FT.com
BUSINESS CLASS GROUP
Platinum Financial Services is a member of the Business Class Group.
UK PENSION TRANSFER
Qualifying Recognised Overseas Pension Schemes (QROPS)
ASSET PROTECTION
Protect your assets for future generations.
CONNECT & OPTIONS
Complete service packages for serious investors.
FINANCIAL TOOLS
Design Your Own Investment, Mortgage Calculators, etc.
BUYING FOREIGN CURRENCY
Please click here to buy foreign currency through our FX Partner.
CAREER OPPORTUNITIES
Enjoy the benefits of living and working in the Far East.
Invest Lump Sum
Contact Details
Full name:
*
Where are you currently resident:
(e.g. UK/USA)
Daytime telephone number:
Email address:
*
Investment Detail
What currency would you like to invest:
Please Select
USD
EURO
GBP
YEN
OTHER(Specify)
How much are you considering investing:
Please Select
10-50k
50-100k
100-250k
250k+
What is the purpose of the investment:
Please Select
Better Returns
Excess Capital
Retirement Funds
OTHER(Specify)
How long do you intend to invest for :
Please Select
1-3 years
3-7 years
7 years plus
OTHER(Specify)
Will you need access to your investment during your chosen investment term:
Please Select
No
Yes, 1-3 years
Yes, 3-7 years
Yes, 7 years plus
Will you need income from your investment:
Please Select
Yes
No
Reinvest Income
Maybe
What, if any, risk are you prepared to accept:
Please Select
None
Very little
Medium
Higher (Potentially higher returns)
In relation to the above, what return would you expect net of any charges:
Please Select
3-5%
5-7%
7-9%
9-12%
Would you like to add additional sums to your portfolio:
Please Select
Yes
No
Maybe
Are there any particular investment managers you would like to invest with:
Please Select
Yes(Specify)
No
Please Advise
How often would you like valuations:
Please Select
Quarterly
Yearly
Do you currently invest:
Please Select
Yes(who with)
No
Investments
Platinum Financial Services will often receive limited allocation subscriptions to investment opportunities. Therefore it is important for our investment consultants to know when, if you find the ideal investment opportunity, you are looking invest:
Please Select
Immediately
Next 4 weeks
1-3 months
3-6 months
Other Details
if you have met a PFS advisor before, please enter their name:
Any other comments you would like to add:
Anti-Spam
*
This product is not authorised for residents of Hong Kong. Continue?