Get Unicorn Application

The Unicorn Application is a vital document for individuals looking to invest through Unicorn Asset Management. This guide will provide you with step-by-step instructions for completing the application online, ensuring a straightforward and efficient process.

Follow the steps to successfully complete the online application.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Begin by entering your details. Fill in your title, surname, and full forenames in block capitals. Optionally, include your account designation, if applicable. Provide your permanent address, postal code, telephone number, and email address. Make sure to enter your date of birth and existing account number if you have one. If you do not possess a National Insurance number, ensure to tick the appropriate box.
3. In the investment section, specify how you would like your investment to be allocated. Enter amounts for the initial investment and any monthly contributions in the provided fields, ensuring that the total investment does not exceed the specified limits. Choose whether you would like to reinvest income or receive it directly.
4. If you choose to receive income, complete the income mandate section. Provide your bank or building society's name, address, account name, account number, sort code, and building society reference number, if applicable.
5. For users with financial advisors, complete the financial advisor details section. Enter the agent's name, reference number, FCA number, and contact details.
6. Proceed to the identity verification section. Be prepared to submit required documents for identity verification, such as a certified copy of your passport or driver's license, along with a recent bank statement or utility bill.
7. Review the declaration section. Confirm that you meet all specified criteria by ticking the checkboxes to agree with each statement. Ensure you understand your rights regarding any subscriptions.
8. Sign and date the application form in the designated areas, ensuring the signatures are clear and legible.
9. Finally, save changes to your application, download a copy for your records, and share or print the completed form as needed before submission.

Complete your Unicorn Application online today to start your investment journey.