During the sign-up process, you will be asked a series of questions (“Know Your Client Questionnaire”) to help us select the most appropriate portfolio for you.  You will be recommended a model portfolio that is aligned with your investment objectives, risk profile, and personal and financial circumstances based on the details you have provided. 

A portfolio manager will review the information provided to ensure the portfolio suits your needs and may contact you if he/she requires further information to assess the suitability of the portfolio in order to approve the account. Once the portfolio manager approves your account any cash in your account will be invested.