Single Premium Investment Proposal Request – Elgin AMC

Full Name *

Email *

Phone *

Please provide a phone number to allow us to establish we are providing you with investment information in a country we are legally permitted to do so.

Do you have a savings goal in mind ? If yes, how much ? *

Any particular purpose (retirement, education for example) *

Currency *

US Dollars

Euros

UK Sterling

other

Amount you intend to invest *

25,000 - 100,000

100,000 - 250,000

250,000 +

Approximately what percentage of your total net worth does this represent *

0-20%

20-40%

40-60%

60% - +

For how long do you intend to leave this money invested before requiring access *

Up to 1 year

1 - 3 years

3 -5 years

Over 5 years

From the risk assessment table what level of risk do you feel suits you best *

Conservative - I like very low risk even though the potential returns might be conservative and I do not expect to see my capital reduce in value

Cautious - I will be happy with 10% return when equity markets are up by 50%, and expect a loss of 10% when markets are down 50%

Balanced - I will accept medium risk to get medium returns, In the medium to long-term I would like to see my portfolio average a return of 6-8%

Growth - I will accept high risk to get potentially high returns and In the medium to long-term I would like to see my portfolio average a return of 8-10%

Growth + - I want to follow the equity markets both on the upside and the downside and I will accept higher risk to get potentially higher returns

Please indicate your age group *

Under 40

40 - 50

50 - 60

60+

Please provide any additional information you would like us to take in to consideration

Email Address

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