Private Client Trustees

Investment Application Form

Please fill out the information below. All data is confidential and used solely to assess the client's investment profile.

1. Personal Information

Full Name:^*

Date of Birth:^*

Citizenship:^*

Do you have a second citizenship?

Yes No

Specify Second Citizenship:^*

Marital Status:^*

Single Married Divorced Widowed

Country of Tax Residence: ^*

Country of Physical Residence:^*

Residential Address:^*

Phone Number:^*

Email Address:^*

2. Statement on Tax Residency

Primary & Secondary Applicants:
As part of international financial regulations, all investment firms—including Private Client Trustees—are required to collect basic information about where our clients are tax resident. This is to meet global transparency standards, including the Common Reporting Standard (CRS).

Why We Ask for This Information

We simply need to confirm which country (or countries) you are considered a tax resident in. Typically, this is where you live and pay taxes.
If you are tax resident in only one country, tick “No” to additional residency.
If you are tax resident in more than one country, list the others.
This requirement applies to financial institutions in Switzerland, the EU, and many other jurisdictions.

Your Privacy & Data Protection

Your information is handled confidentially.
It is shared only if required under international tax reporting agreements.
We do not share your data for marketing or with unrelated third parties.
All data is stored securely under Swiss data protection and EU GDPR rules.

About the TIN (Tax Identification Number)
If your country uses a TIN (e.g., Social Security Number, tax ID), you may provide it optionally. You may leave it blank.

3. Financial Profile

Available capital for investment:^*

$50,000 – $100,000 $100,000 – $250,000 $250,000 – $500,000 Over $1,000,000

Are you or a close associate politically exposed (PEP)?^*

Yes No

4. Investment Experience

Do you have investment experience?^*

Yes No

5. Investment Goals and Expectations

What investment amount are you ready to allocate now?

When are you ready to start investing?^*

Immediately Within 1–3 months In 3–6 months Later

Investment goals (Select all that apply):^*

Capital growth Diversification Long-term accumulation Short-term profit Retirement planning Other

Risk tolerance:^*

Low Moderate High

6. Financial Profile (Optional)

You may skip this section if you prefer not to disclose.

Approximate Net Worth:

Under €250,000 €250,000 – €1,000,000 €1,000,000 – €5,000,000 €5,000,000 – €20,000,000 Over €20,000,000

Approximate Value of Current Investments:

Under €500,000 €500,000 – €2,000,000 Over €2,000,000 I prefer not to provide this information at this stage

7. Consent & Declarations – Terms and Conditions

At Private Client Trustees, we believe in transparency, client protection, and long‑term trust.

1. You’re Protected

All eligible investments are covered under the EU Deposit Guarantee Scheme (DGS):

Up to €100,000 per person per bank (individual accounts)
Up to €200,000 per joint account

The protection applies separately per bank.

2. You Understand Our Services

A Regulated Firm You Can Rely On
Private Client Trustees Limited is fully authorised by the Central Bank of Ireland as both:

An Alternative Investment Fund Manager (AIFM) under the European Union (AIFM Regulations 2013)
A MiFID-authorised Investment Firm under the European Union (Markets in Financial Instruments) Regulations 2017

Protection is per investor, per institution.
Central Bank Reference: C131743

3. Your Information Is Safe

Your data is private, secure, and used only for compliance. We fully comply with Swiss data protection laws and EU GDPR.

4. You’re Under No Pressure

Your decision, your pace. Our team is available if you need guidance.

5. Next Steps

After form submission, we will review your information and contact you if anything else is required.

8. Final Declaration

Declaration

I agree and certify that all information provided is accurate and complete.

I Agree

Private Client Trustees

Investment Application Form

1. Personal Information

2. Statement on Tax Residency

Why We Ask for This Information

Your Privacy & Data Protection

3. Financial Profile

4. Investment Experience

5. Investment Goals and Expectations

6. Financial Profile (Optional)

7. Consent & Declarations – Terms and Conditions

1. You’re Protected

2. You Understand Our Services

3. Your Information Is Safe

4. You’re Under No Pressure

5. Next Steps

8. Final Declaration

Application Submitted!