Get Appropriateness Assessment Form Pdf - Standard Life Brokerzone

Completing the Appropriateness Assessment Form is essential for assessing your understanding of complex investment instruments. This guide provides clear, step-by-step instructions to assist you in filling out the form accurately and efficiently.

Follow the steps to complete your Appropriateness Assessment Form online.

1. Press the ‘Get Form’ button to access the form and open it for editing.
2. In Section 1, provide your personal details. Ensure to fill out fields such as Account Name, Date of Birth, and Domicile. If applicable, complete the information for a second account holder or partner.
3. In Section 2, indicate your investment knowledge and experience regarding Exchange Traded Products. Answer the questions truthfully. If you have previously traded in ETPs, specify the number of trades made in the last 12 months.
4. Continue to respond to questions about your understanding of leveraged and inverse ETFs, and whether you comprehend the associated risks. It is crucial to provide accurate information regarding your experience.
5. In Section 3, review the declaration. Confirm that you accept the statements provided and sign the form. Include the date and print your name.
6. Finally, save any changes you have made. You can choose to download, print, or share the completed form as needed.

Complete your Appropriateness Assessment Form online to ensure your investment choices align with your expertise and risk tolerance.