Online Investment Application

Quick, confidential application for our capital protection and global savings plans. Complete what you can; your dedicated advisor will help finalize everything.

1 Personal Details

2 Beneficiaries

3 Investment Source

4 Employment & Review

1. Plan Holder’s Details

Legal identity information as registered on your international passport.

Name as per Passport *

Target Wealth Strategy

Email Address *

Contact Number (with Country Code)

Is Policy Owner a Politically Exposed Person (PEP)?

Primary Country of Tax Residency

International Eligibility: Our capital shield and accumulation plans are exclusively engineered for international investors outside the US. These structures are not offered to US residents or citizens.

Are you a US Citizen or US Tax Resident?

Tax Identification Number (TIN / National ID) (Country of Residence)

Full Residential Address

2. Primary Beneficiary Details

Designate direct, non-probate beneficiaries for generational succession.

Beneficiary Name as per Passport

Date of Birth

Nationality

Passport Number

Relation to Plan Owner

Allocation Percentage (%)

Verification Note: A certified copy of the beneficiary’s passport will be requested upon final policy underwriting or trust issuance. Multiple beneficiaries can also be assigned post-onboarding.

3. Source of Funds (SOFQ) & Bank Information

Declare your funding structure and bank routing where the mandate will be originated.

Target Annual Contribution / Capital Sum (USD)

Preferred Funding Method

Credit / Debit Card Number (if card method selected)

Expiry Date (MM/YY)

Bank Originating Information (where plan will be funded from)

Bank Name

Account Number / IBAN

Bank Address / Branch City

Approximate Account Opening Date

4. Employers & Professional Background

Standard regulatory compliance for anti-money laundering and wealth provenance verification.

Name of Company / Employer

Industry of Company

Address of Company

Website of Company

Telephone No. of Company

Designation / Role

Annual Income in USD

No. of Years in Current Job