New Client Application Form
Hastings Asset Management is required by its Regulator to take appropriate steps to ensure we are aware of any facts about your financial position and investment objectives that we might reasonable eed to know in order to assess thhe suitability of our advice.  We woud there ask you to complete as much as possible of the information requested, or amend the information below.

You may prefer not to disclose all the information requested, and it is your statutory right not to do so.

If you decide not to disclose certain information we will advise you on the basis of the information you do disclose, unless we have so little information that we cannot advise you at all.

Title:
First Name:
Middle Initials:
Surname:
Date of Birth:
Marital Status:
Nationality:
National Insurance (British Citizens Only)
Step 1 : Personal Details
Title:
First Name:
Marital Status:
Current Address:
Middle Initials:
Surname:
National Insurance (British Citizens Only)
Date of Birth:
Country:
Home Telephone:
Business Telephone:
Mobile Telephone:
Home Email:
Business Mail Email:
Employment Status: (employed, self employed, reitred, student, not working)
Time with Employer:
Drivers Licence Number: (If Known)
Passport Number: (If Known)
Step 2: Financial Details (If you are applying in joint names please provide combined information for both of you in the boxes below)
Gross Annual Income:
Property Value:
Total Outstanding Mortgage & Loans:
Regualar Financial Commitments
If NOT Retired:
Mortgage/Rent, Regular Household Bills etc:
Nationality:
For Joint Account Only - Spouse/Partner
Estimated Total of Net Liquid Assets - (Total of all of the above)
Aprroximate Value of Current Investments:  (Please Quote in $ USD)
Bank & Building Society
National Savings
Investment Trusts
PEPs $
ISAs $
Stocks & Shares
Others
Primarily to Maximise:
Step 3: Client Approval
I agree that I will inform you of any change to the above information.  I also agree that at all times Hastings Asset Management will advise me on the basis of the information I have supplied above.  I also understand that Hastings Asset Management will advise me on investing based on information that is in the public domain for those companies as far as is reasonably possible or practical.  I understand that information that comes to light after receiving advice from Hastings Asset Management could adversely affect the price and or the liquidity of the investment.  I understand that performance of an investment in the market is at my risk and that Hastings Asset Management are not responsible for any losses incurred as a result of any  unforeseen factors affecting the performance of an investment recommended by Hastings Asset Management. 

By signing this document i confirm that I understand the Terms & Conditions and accept your Commission Rates.

PRINT NAME:
Date:
JOINT NAME ( if required):
Peferred Level of Risk:
Current Investments
Investment Objectives and Risk
  2004-2018 Hastings Asset Management | Legal Information | Privacy Policy | Risk Disclosure | Client Funds

Risk Warning
CFDs, which are leveraged products, incur a high level of risk and can result in the loss of all your invested capital. Therefore, CFDs may not be suitable for all investors. You should not risk more than you are prepared to lose. Before deciding to trade, please ensure you understand the risks involved and take into account your level of experience. Seek independent advice if necessary.  Hastings Asset Management reserves the right to make a final determination on whether or not you are eligible for any particular product or service.
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