EXISTING CLIENTS

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Register Details

You must fill in all fields marked ^*

Creating a secure account will give you access to Bestinvest's My Accounts tool. Having completed the form below you will receive an email with a link to complete the activation.

Username and Password

Username^*

Password^*

Confirm Password^*

PIN^*

Confirm PIN^*

PERSONAL DETAILS

Please complete the details below, it includes the information we need for your purchase and for setting up your account if you are new to Bestinvest Online Investment Service.

Personal Details

Name^*

Date of Birth^*

Postcode^*

Select address^*

Address Line 1^*

Address Line 2

Town^*

Email^*

Confirm Email^*

Telephone^*

Mobile

NI Number^*

Country of Birth^*

Country of ^*Citizenship / First Passport

Country of Second Citizenship / Second Passport

What is your source of wealth?^*

What is your occupation and name of employer?^*

Do you have a business or residence in [@country@]?^*

How long have you lived outside of [@country@]?^*

Do you return to [@country@] on a regular basis?^*

How frequently?^*

Do you have family in [@country@]?^*

Family relationship?^*

Are you connected to the government of [@country@]?^*

Nature of association^*

Do you send or receive money from [@country@]?^*

How often and why?^*

What is your source of wealth?^*

What is your occupation and name of employer?^*

Do you have a business or residence in [@country2@]?^*

How long have you lived outside of [@country2@]?^*

Do you return to [@country2@] on a regular basis?^*

How frequently?^*

Do you have family in [@country2@]?^*

Family relationship?^*

Are you connected to the government of [@country2@]?^*

Nature of association^*

Do you send or receive money from [@country2@]?^*

How often and why?^*

Are you a tax ^* resident in a country other than the UK ?

Country^*

Have you been^* issued a tax identification number in this country?

Foreign Tax^* Identification Number

How did you hear ^*about us?

Your selection for contract notes and statements

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Online and Post (£37.50 plus VAT per quarter)

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DECLARATION

Declaration

I agree that the information I have given is, to the best of my knowledge, correct and I will inform Bestinvest immediately of any changes to these details. The bank account I nominate is in my name and I am authorised to set up a direct debit from it. I confirm I have declared all my citizenships and/or tax residence(s) to Bestinvest (using this online form for my primary citizenship, and where I have additional citizenships, I have contacted Bestinvest by telephone to inform them of all my additional citizenships). Where required, Bestinvest will, in addition, share information about my/our financial account(s) with the relevant tax authorities in order to comply with relevant tax regulations. It is my/our responsibility to be aware of any tax requirements in my/our country of permanent or tax residence and in the country in which I/we intend to open a financial account and to take any independent tax or legal advice where required. I understand this is required for Bestinvest to comply with UK and international tax legislation. By selecting this checkbox I confirm that I have been provided with the Bestinvest Online Investment Service Terms of Business (incorporating the GIA Terms and Conditions) and 'Key facts about our services and costs - Non-advised services' document; I also confirm that I have been given the opportunity to read the Terms and the Key Facts, and that I have had any questions arising answered satisfactorily. By proceeding, I understand the service I will receive and that it will be subject to Bestinvest's charges including, but not necessarily limited to, an annual fee linked to the value of my investment(s), as set out in the following documents:

OPEN A GIA - ACCOUNT SETUP

CHECKLIST

EXISTING CLIENTS

Register Details

PERSONAL DETAILS

DECLARATION

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