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Suitability Questionnaire

Please note that, for regulatory reasons, we are only able to open an account for customers considered suitable.

Before getting started please ensure you have read our website Risk Disclosure Notice and Terms & Conditions.

Please complete the form below. Alternatively, you can download and complete this PDF.

(dd/mm/yyyy)
Poor Fair Good

Financial Situation

Because Contracts for difference, Spread Bets or Foreign Exchange (ForEX or FX) are a high risk investment we need to assess the suitability of these investments in light of your knowledge and experience in the investment field and your investment objectives. Please take some time to complete the following information.

Single Married/Civil Divorced Widowed
Employed Self-employed Retired Semi-Retired Career Break Unemployed
Yes No
Yes No
Yes No

Income and Expenses

£
£
£
£

£
£

Assets and liabilities

Home owner Tenant Other

Assets

£
£
£
£
£

Liabilities

£
£
£
£

Yes No

Investment Objectives and Risk

Growth Income Income & Growth
£
Low Medium Low Medium Medium High High

Knowledge and Experience

How many years active experience do you have investing in:

None Less than a year 1-2 years 3-4 years Over 5 years
£
Yes No

None Less than a year 1-2 years 3-4 years Over 5 years
£
Yes No

None Less than a year 1-2 years 3-4 years Over 5 years
£

None Less than a year 1-2 years 3-4 years Over 5 years
£

None Less than a year 1-2 years 3-4 years Over 5 years
£

None Less than a year 1-2 years 3-4 years Over 5 years
£

None Less than a year 1-2 years 3-4 years Over 5 years
£


I/we confirm and agree the information supplied by me/us is true and correct. Further, I/We undertake to notify Galvan Research & Trading Limited if there is any change to my/our status such that anyone of the statements in the declaration becomes untrue.

Please tick this box as an alternative to signing
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Copyright 2016 © Galvan Research and Trading is a trading name of Trade Facts Ltd (FCA number 401179)

Trading in Contracts for Difference may not be suitable for all investors due to the high risk nature of the product. You may lose all or more of your initial deposit through the use of leverage and may be required to make additional payments by way of margin on a frequent and sometimes daily basis. Failure to do so can result in the closure of part or all of your position. Please refer to Galvan’s risk warning.