Step 2: Proposal & IMA
Please enter below the score (1-10) from the risk rating questionnaire in Step 1. This will produce a portfolio proposal and an investment management agreement with the appropriate level of risk for your client. If you require a bespoke portfolio proposal or a customised investment management agreement then please call us on 01789 404000 or email firstname.lastname@example.org. In order for your client to use our service they will need to sign our investment management agreement and provide a certified copy of their passport and a utility bill/bank statement less than three months old.