Investment Account Opening Agreement

Information for Special Cases

Name

ID Type

ID No

Date of Issue

Date of Expiry

Place of Issue

Tel. No

Fax. No

Company Information - Corporate

Commercial Name

Line of Business

Country of Reg

ID Type

Legal Nature

Number

Date of Issue

Date of Expiry

No. of Employees

Date of Start

Residence Address

Address for Correspondence

Postal Code

P.O. Box

Country

City

Fax. Number

Tel. Number

Language of Correspondence

Correspondence / Statement

Recurring

Through

Authorized Person Name

ID Type

ID No

Date of Issue

Date of Expiry

Place of Issue

Job Title

Contact Person Information

Job Title

Name

Fax. Number

Tel. Number

E-mail Address

Mobile No

Paid up Capital (in SAR)

Annual Turnover (in SAR)

Bank Information

Main Bank Name

City

Branch

IBAN Bank Account No

General Information

Is the customer a director or an officer of a publicly listed company?

Is the customer a director or a partner or an officer in Itqan Capital or other licensed company?

Any other financial information of the customer's financial position?

Investment Information

Breakdown of Current Investment Portfolio (In SAR)

Debt Instruments

Foreign Exchange

Deposits

Trade Finance

Investment Funds

Commodities

Contracts for Derivatives and Options

Real-estate

Total

Investment Knowledge and Experience

Customer's Appetite for Risk

General Investment Objectives

What are the Customer's Preferred Investment Assets (Tick as Many as Required)

Customer's Ideal Investment Portfolio Profile (Individuals)

	High Risk (Small and Single Product Companies; Leveraged and High-Yield Products)	Medium Risk (Long Term Debt Instruments Large Companies)	Low Risk (Short Term Debt Instruments main-stream Investment Funds)
Shares
Debt Instruments
Investment Funds
Trade Finance
Commodities
Options

Ensure that the sum of all percentages above equals 100%

Client Classification

I agree to be classified as

I have read and agree / agreed with the terms and conditions

Open Account Corporates

Customer Service

Investment Account Opening Agreement

Information for Special Cases

Company Information - Corporate

ID Type

Address for Correspondence

Correspondence / Statement

Contact Person Information

Bank Information

General Information

Investment Information

Investment Knowledge and Experience

Client Classification

Itqan Funds