KYC & Other Mandate Forms

At Maven Financial Asset Management Limited, safeguarding your identity and ensuring compliance with regulatory requirements are fundamental to how we serve you. As part of our client onboarding and account management processes, we require the completion of Know Your Customer (KYC) and other essential mandate forms.

In addition to KYC, we require specific mandate forms based on the services you intend to engage with us. These may include:

Click the button below to access and complete the form now:

  1. KYC UPDATE FORM
  2. CROSS DEAL FORM
  3. CSCS FORM
  4. PURCHASE MANDATE FORM
  5. SALES MANDATE FORM
  6. TRADE ALERT FORM
  7. INTER-MEMBER TRANSFER FORM