9BS Partner Invesment Form
SECTION 1: PLAN INFORMATION
*
SECTION 2: PERSONAL DETAILS (TO BE COMPLETED BY ALL APPLICANTS)
*
*
*
 / 
 / 
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
SECTION 3: RISK ASSESSMENT QUESTIONNAIRE
*
*
*
*
*
SECTION 4: INVESTMENT INSTRUCTIONS
SECTION 5: BENEFICIARY DETAILS
*
*

Note: Percentage allocated to beneficiaries must add up to 100%. By law, the contents of a will and the authority of the Letter of Agreements (LA) always supersedes the beneficiaries listed as part of your mutual fund application, so it is important to ensure that your wishes regarding your investments are clearly stated in a will.