INVESTOR PROFILE

What is the primary reason you're interested in investing with Invest Globally Consulting?

Diversification (I'm looking to diversify outside of just the stock market) Income (I'm interested in generating consistent cash flow) Retirement (I want to invest towards retirement) Building wealth (I'm generally interested in building wealth) Venture capital (I want to invest in high-growth tech companies)

What investment are you interested in?(Required)

How much do you typically invest per year?

Total across all investment accounts (including stock, real estate, brokerages, etc). An estimate is fine.

How long do you plan to hold your Invest Globally investment?

More than 10 years 6-10 years 5 years less than 1 year

Note: the minimum investment period recommended by Invest Globally Consulting is 5 years.

Which best describes your investing style?

I am more hands-on: I like to play an active role in my portfolio’s allocation and regularly engage with reporting and analysis around my investments.) I am more hands-off: I prefer to follow best practices or the guidance of experts and tend to take a back seat when it comes to managing my portfolio.

Based on your answers, we recommend:
Long-term growth

Basic Info Section Questions

Let’s finish getting your account set up.

What is Your Legal Name?

First Name

Last Name

Whatsapp Number

Funding Section Questions:

INVESTMENT SETUP

How much would you like to invest?

Note: that minimum investment amount is $500,000 USD

Make a recurring investment?

Yes No

Frequency

Once a month Twice a month Weekly

Amount

$500 $1000 Other Amount

INVESTMENT SETUP

Please choose the means of fund transfer

Bank Account Wire transfer Exchanger