Investment Coaching

 Complete this form to sign up for personal investment advice to individual investors

If you need a professional investment adviser, who is experienced at investing in foreign markets, we can help you. We have been authorised by the Financial Services Authority to conduct investment business in the United Kingdom. You can see in the Terms and Conditions that any services we provide to you are governed by the laws of the United Kingdom exclusively. This service is offered on the basis that you subscribe to Investors RouteMap. The cost will be offset against any other arrangements that we may make.

We need to know about each other, so as to develop a successful business relationship. To help you there is a section that deals with several aspects about us. To help us, tell us below how you would most like to be helped and complete the questionnaire below so we can give you appropriate advice. 

Are you acting on behalf of a trust or company whose own funds are below Euro 2 million, net turnover below Euro 40 million or balance sheet total below 20 million  or are you representing a larger company or trust 

Are you a resident of the United Kingdom?          Yes         No

To help us give you appropriate advice, please answer these questions by checking the boxes to indicate yes. Leaving a checkbox blank will be treated as no. If you don't want to complete this section and reside in the United Kingdom, we regret that we will be unable to assist you.

Have you managed a portfolio of shares and bonds for more than four years?
Have you invested in foreign shares or bonds often before?
Have you invested extensively in any kind of collective investment vehicles?
Have you dealt in the markets above on average ten times a quarter for the last year?
Is the value of your bank balances, funds and securities greater than Euro 500,000??
Do you have at least a year's professional experience in the markets ticked above?

Depending on your response, you will be categorised for the purposes of the Financial Services Act as an Elective Professional Client or as a Private Client. In either event we recommend that you read Investor Education and other relevant public pages of Investors RouteMap. Please note that our services are not intended for use with higher volatility investments, such as options, futures or warrants. To see how we will categorise you, Check your expertise here, before sending the form.

  • If you are categorised as a Private Client, we need to obtain detailed information about your financial circumstances in a Data File to assess the suitability of any recommendations we may make to you. Regrettably the riskiness of any investment cannot be reliably assessed in advance, so we will be acting on the basis of our best efforts, or on the basis of conventional wisdom, which is often wrong in matters of investment.
  • If you are categorised as an Professional Client, we will not be responsible for assessing the suitability or risks of any recommendations. We are required to ask you  to confirm that you agree to this in writing, which can be done by printing,  signing and posting a hard copy of the Confirmation page that automatically follows this one, once you press GO.

We also need your specific permission to call you under regulations for real-time financial promotions. We can only proceed if you check this box.

Please let us contact you,

by phone at Work on   or at Home on *

Preferably at Work or at Home             

E-mail Address *