At Maven Asset Management Limited, we are committed to helping you make informed financial decisions that align with your investment goals. To provide you with the best financial strategies and solutions, we require all clients to complete our Important Client Form.
This form is designed to gather key information that allows us to:
✅ Understand Your Investment Objectives: Whether you’re looking for long-term wealth accumulation, retirement planning, capital preservation, or high-growth investment opportunities, we tailor our services to meet your needs.
✅ Assess Your Risk Tolerance: We evaluate your comfort level with financial risks, ensuring that your investment portfolio aligns with your risk appetite.
✅ Review Your Financial Background: This includes your current financial standing, income sources, liabilities, and asset portfolio, helping us create strategies that best suit your situation.
✅ Ensure Compliance with Regulatory Requirements: As a licensed financial asset management firm, we adhere to strict compliance standards to protect your investments and ensure transparency in all financial dealings.
Why is this Form Important?
By completing this form, you provide us with critical insights that allow us to:
✔️ Personalize your investment experience
✔️ Offer strategic advice based on data-driven analysis
✔️ Maintain regulatory compliance and due diligence
✔️ Help you achieve financial growth with confidence
This is a crucial step in your financial journey, ensuring that you receive the highest level of service from our team of experts.
Click the button below to access and complete the form now:
MAVEN ACCOUNT OPENING FORM. NEW CLIENTS
MAVEN CORPORATE ACCOUNT UPDATE FORM
MAVEN ESTATE ACCOUNT OPENING FORM