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Invest Regularly
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)
What are you considering investing:
Amount
Please Select
per month
per quarter
per half year
per year
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)
What is your prefered method of payment:
Please Select
Bank Transfer
Credit Card
Direct Debit (UK or GBP Accounts only) International Standing Instruction
Would you like flexibility to stop or reduce payments:
Please Select
No
Yes in 1-2 years
Yes in 2-5 years
Emergency only
Would it be of benefit if you could access some of the investment at a future date :
Please Select
No
Yes in 1-2 years
Yes in 2-5 years
Emergency Access
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:
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