Get Investment Review Application - Get Invested

The Investment Review Application is a crucial document for users seeking to transfer their investments and obtain a comprehensive review of their portfolio. This guide will provide step-by-step instructions on how to complete the form efficiently and accurately online.

Follow the steps to successfully complete your application.

1. Click the ‘Get Form’ button to obtain the Investment Review Application document and open it in your editor of choice.
2. Fill in your full name in the designated space. Ensure that your writing is clear and legible, preferably in capital letters.
3. Enter your address details, including Address 1, Address 2, and Address 3 if applicable. Be sure to fill out your town and postcode as well.
4. Provide your date of birth, email address, and home telephone number. Include your mobile number if applicable to ensure timely communication.
5. In the comments section, you can add any additional information or queries you may have regarding your application.
6. Indicate your attitude to risk by ticking one of the provided boxes: Cautious, Balanced, or Active. Make sure to select only one option.
7. Fill out the Notification to Transfer section by entering the name of your investment company and your account or policy number.
8. Sign and date the form to authorize the transfer of your investments to AFH Wealth Management. This step is essential for processing your application.
9. Once you have completed all sections, review your form for accuracy and clarity. Make any necessary corrections.
10. After ensuring that all information is complete, save the changes, and download or print the form for submission.
11. Send the completed form by post to Get Invested at the provided address.

Take action now and complete your Investment Review Application online to take the next steps in managing your investments.