The IIA - Financial Advice Form

About Offshore

Scams & Fraudsters

Buying Property Abroad

Timeshare & Vacation Clubs

There are no obligatory questions on this form, but please take into consideration that, the more information you submit with reference to your personal investment requirements, the greater we can assist you in finding the most appropriate company to fulfill them.

Personal Details:

Full Name:

Address:

Zip/Post Code:

Country:

Date of Birth:

Telephone Home:

Telephone Work:

Mobile:

Fax:

Email:

Please Call Me:

Preferences:

Please select your investment preference...

How many years have you been investing?

Are you presently investing with any other companies ?

Are you interested in the stock market ?

If yes

If other Markets are your preference, please specify:

Investment Security...

Do you prefer lower risk than the Stock Market ?

Are you interested in a fund / bond ?

Do you require monthly income from Investment ?

Do you require an annual sum from Investment ?

Are you looking for a guaranteed return on Investment ?

I am interested in higher risk to gain higher returns

Your comments:

The investment consultant / Firm we recommend will undoubtedly offer you a greater range of options if
necessary to accommodate your personal investment requirements. Submitting the details above
just gives us a basic understanding with regards to those requirements before passing them
to the most appropriate consultant .


	I submit this information in order that the I.B.A. can evaluate my requirements before passing them to an investment consultant that has been awarded the I.B.A. Gold Crest. My personal information is not to be passed to any additional third parties and only on this condition do I submit my personal contact details.