Client Application - Waybridge Analysts

Account Type

Personal Information

Account Title

First Name

Middle Name

Last Name

Date of Birth

Nationality

Country of Residence

Address Information

Address Line 1

Address Line 2

City

State

Zip Code

Country

Employment

Employment Status

Job Title

Contact Details

Phone Work

Phone Mobile

Phone Home

Alternative Email

Account Credentials

Please provide a secure password below that you will use to log in to your online research portal. The email address you have supplied on this form will be your username

Username

Password

Email Address

Joint Account Only

Do you want to include a second applicant?

Investment Sources

Please select and supply details if you will be registering funds for investments from the following:

From a Company

From a Trust

From a self-managed or qualifying pension

Investment Experience

Have you invested in any of the following:

Equities

Property

Bonds

Options

CFDs

Cryptocurrency

Trading Experience

Risk Tolerance

Investing involves risk. Different investment products and strategies involve different degrees of risk. The higher the expected returns of a product or strategy the greater the risk. Higher risk strategies typically offer higher returns. Please select the degree of risk that you are willing to take with this account.

Conservative

I would like to preserve my initial principal in this account, with minimal risk.

Moderately Conservative

I am willing to accept low risk to my initial principal, including low volatility, to seek a modest level of portfolio returns.

Moderate

I am willing to accept some risk to my initial principal and tolerate some volatility to seek higher returns.

Moderately Aggressive

I am willing to accept high risk to my initial principal, including high volatility, to seek high returns over time invested.

Significant Risk

I am willing to accept maximum risk to my initial principal to aggressively seek maximum returns, and understand I could lose some or all of my investment.

Financial Information

Annual Income from All Sources

Current Value Of Investment Holdings

Current Value Savings

Liquid Net Worth

Accredited Investor Qualification

Please confirm the following to qualify as an accredited/sophisticated investor:

In the last 2 years have your earnings exceeded USD 250,000 per annum?

Yes No

Excluding your residential home do you have investments, savings and other liquid assets that exceed USD 1,000,000?

Yes No

By submitting this application you confirm that:

• All information is accurate and true to the best of your knowledge
• You agree to notify us of any changes in your circumstances or in the information provided
• You understand the risks associated with investment activities
• You consent to our compliance and verification procedures

Client Application Form

Second Applicant Details