If country of origin is not Ghana,
please provide the following :
NB: Income includes
salary and other income / cash inflow
If country of origin is not Ghana,
please provide the following :
NB: Income includes
salary and other income / cash inflow
1.
2.
3.
4.
Expected Account Activity
Anticipated Investment Activity
Mandate To Operate Account
High Risk Account Authorized / Approved by Executive /
CEO
Do you, your spouse, or any other immediate family member,
including parents, in-laws, siblings and dependants fall
under the following
A head of state/government, politician, senior public
official, senior military official, senior public
corporation officer, high rank political party official in
Ghana
A head of state/government, politician, senior public
official, senior military official, senior public
corporation officer, high rank political party official
outside Ghana
Are you a citizen of any foreign country (besides Ghana)?
Do you hold passport of any foreign country
(besides Ghana)?
Do you hold green card of any foreign country
(besides Ghana)?
Are you resident in any foreign country?
Have you spent more than 183 days in any foreign country?
If the responses to any of the above questions is Yes,
please provide the following information:
That we / I shall call you on telephone and confirm our / my
instruction to you within thirty (30) minutes of giving
investment instruction to you through
the above stated e-mail address;
We / I authorize you after receiving our / my confirmation
to deal with our / my investment account and execute all
instructions given to you by us / me
through our / my said email address above;
That in dealing with our / my investment portfolio and
carrying out all investment instructions given to you
through above stated email address;
WE / I UNDERTAKE to completely indemnify and hold harmless
and absolve you InvestCorp, from all forms of loss,
liability, claim or damage that might be
incurred by you or made against you and / or us / me as a
result of authorizing you through email
We / I shall at our / my own expense defend any action or
claim that any third party or person may bring against you
in the event that you rely on our / my
instruction and there is any loss.
hereby declare that all the information submitted by us
/ me in this form is correct, true and valid, that by
our / my request, to open and maintain securities
account(s) in our / my name and undertake to notify
InvestCorp of any changes to our / my particulars or
information as may be necessary.
We / I also declare that we have read thoroughly and
understood the contents of this application and have
given our / my consent by virtue of our / my
signature(s) on this form. We / I consent that
investment decisions are our / my prerogative without
sole reliance on the investment advice received from
InvestCorp. InvestCorp accepts no liability for any
direct or consequential loss arising from my/our
decision
We / I also declare that all debits incurred on our / my
securities account(s) by virtue of our / my trade orders
shall be settled by us / me accordingly
Determining the time frame for your investment is critical
to making an investment decision, the longer your investment
horizon, the more aggressive you
may want to be.
Your investment time frame
1. In approximately how many years will you require gains
from your investment?
2. Do you have an emergency fund (Accumulated savings)?
3. Have you ever invested in individual stocks or equity
funds?
Your comfort level with investment risk influences how
aggressively or conservatively you may choose to invest and
it should be balanced with your desire to
achieve your investment goals.
4. Which one of the following statements best describes your
feelings about investment risk?
5. Volatility
The value of most investments fluctuate over time. How would
you feel if an investment you had committed to for three
years or more lost some of its value during the first year
