Application Forms

PAPERWORK Chapter Summary: All our forms - subscription service and specialised services for institutions or individuals
Flexibility Select the services that meet your needs below. Choose:- Description of Forms Decision Tree		Investors RouteMap is flexibile - to meet your needs. The basic subscription service is divided up by asset class, can be analysed at increasing levels of sophistication and contains geographical benchmarks for different investors' needs. Additional bespoke services can be tailored for institutional or individual investors, and include a portfolio review service. Select the relevant forms described next, or follow the decision tree below.
		Description of Forms
		This is where you register which of our RouteMaps to put in your shopping cart, where we should deliver them and show what they cost. - Bonds, Forex, Shares, Styles or a combined at a reduced rate. Send this form to go ahead.
		Print this page if you want a copy for your records. Both for our "know-your-customer" policy and for your safety we will then phone you to discuss payment arrangements. If you then have any remaining questions you can ask a human, not just a computer.
		Send us this form if you are an institutional investor interested in consultancy services, a site licence for multiple internal users or redistribution rights. (Add-on for Investors RouteMap) Deutsch
		Send us this form if you are an individual investor needing an Independent Financial Adviser to help you get the best from your investments abroad. Tell us what you want and what we need to know about you. (Add-on for Investors RouteMap) Deutsch
		Check the boxes and e-mail this form for a personalised e-mail service. You tell us what content choices are available in your investment packaging. We give you our Best Guesses and update you on changes by e-mail. (Add-on for Personal Advice)
		Send us your queries if the documentation is unclear to you. Send us your suggestions if you think we can improve something in Investors RouteMap.This is also the fall-bacl way to contact us by e-mail for anything else.
		Satisfied customers are our best salesforce. We want to thank you as best we can, so we are offering to renew your subscription at half price, if you introduce a friend who subscribes to Investors RouteMap.
		Here are answers to some of the most frequently asked questions, if you have subscribed and are experiencing administrative problems, or simply have technical difficulties viewing the public pages. If first aid can't help you out there are links to intensive care services.
Notes *Read the public pages to see if they explain enough*		Paperwork Decision Tree Q1. Do you want specific advice tailored to your individual circumstances? No - You only need to send us the Registration form and pay for selected RouteMaps Yes - Go to Q2
*See list of countries that don't allow us to provide specific advice to anyone*		Q2. Are you an institutional investor? Yes - Describe your needs for a Site Licence or Consultancy services ??? - We can only treat you as one if you report to a global securities regulator No - Go to Q3
Our research universe covers most fund mandates		Q3. Can you tell us what options are provided by your plan sponsor or family of funds? Yes - Complete the Portfolio form and go on to Q4 No - Go to Q4
*You can reduce bureaucracy if you are an expert investor*		Q4. Are you an expert investor? Yes - Complete the request for an Adviser and send us the Confirmation, duly signed ??? - Complete the Adviser form and click the link "check your expertise here" No - Go to Q5
*The price for hand-holding is greater disclosure by you*		Q5. Will you provide sufficient personal information so we can advise on suitability? Yes - Complete the Data File No - Go to Q6
*Check our our general advice on risk management by age and income*		Q6. Are you resident in the United Kingdom? No - We can advice you but we won't accept responsability for suitability Yes - Sorry, we aren't allowed to offer you personal advice

PAPERWORK