Please complete all fields

To save you time we have already selected the most popular options - just change where necessary. If you do not have anything to submit in a specific line, just enter none or N/A.

If you have selected 'Individual', then please skip to the 'Personal details' in the next section below.

To be completed for or by the person responsible for the account.

Domicilium citandi et executandi.

The more the better.

We need to link a bank account to your trading or investment account.

Required, but remains confidential with us.

I understand that Courtney Capital Management (‘CCM’) considers it critical that I complete this document - to enable them to accurately assess my risk profile and to provide me with sound investment advice. I warrant that all information provided by me is true and complete and I understand that CCM will not be able to assess my risk profile without this. I agree that CCM will not be liable for any loss or damage, in contract or delict, consequential or otherwise, suffered by me as a result of an inaccurate assessment.

A few questions so we can understand the way you think:

Low risk is 17 or less. Low Risk investors want stability and are concerned with protecting their current investments than increasing the real value of their investments.

Medium risk is 18 to 35. Medium Risk investors want reasonable but relatively stable growth. Fluctuations are tolerable, but investors want less risk than that in a fully equity based investment.

High risk is 36 or more. High Risk investors are long term investors who want high capital growth. Substantial year-to-year fluctuations are acceptable in exchange for a potentially higher return.