Investment Suitability Questionnaire- Individual

Thank you for considering investing your portfolio with IBR-Global – a trading name of IBR-Global Markets Ltd. 

As part of your application, and to fulfil our regulatory obligations, this Questionnaire has been designed to enable us to gain a better understanding of you and your tolerance for investment risk, to assess whether the products we offer are ones which may be suitable for you.

It is essential that you complete this fully, honestly and to the best of your knowledge. Please consider each question carefully selecting the answer which most closely fits your current circumstances. Should you have any questions regarding the meaning of the questions asked, please contact us prior to answering as it is important to us and for you, that we get the most accurate information. It is also important that should an account be opened for you, that you updated us to any changes which may affect the way you would complete this questionnaire to ensure the products continued suitability.

Instructions for completing this form:  

  • Please complete every section of this form.
  • Where questions provide options, please select the answer(s) which most accurately reflect your situation.
  • Take your time and think about each question carefully.
  • Kindly input your Unique Identification Number (UIN) – Optional
  • We may contact you to clarify some of your answers if necessary. Please do not be concerned as this is part of our normal procedure.
Unique Identification Number
*The degree of variability in investment returns that an individual is willing to withstand. Risk tolerance is an important component in investing. An individual should have a realistic understanding of his or her ability and willingness to stomach large swings in the value of his or her investments.