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Wealth Management Services
Alternative Investment Product Services
AIP Pre-Onboarding Questionnaire
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AIP Pre-Onboarding Questionnaire
Start here to onboard to our Alternative Investment Product (AIP) Service
Contact First Name
Contact Last Name
Email Address
Please provide a valid business email. Personal emails are not acceptable. This email will belong to the user onboarding for this service
Phone Number
The phone number should start with a "+", followed by the country code, area code and phone number. There should be no spaces or other special characters. Examples of correct phone number formatting are:
UK: +442071366328
US: +18883822721
SG: +6566227349
If needed add a second optional contact for your new request.
Optional Second Contact First Name
Optional Second Contact Last Name
Optional Email Address of Second Contact
Optional Phone Number of Second Contact
The phone number should start with a "+", followed by the country code, area code and phone number. There should be no spaces or other special characters. Examples of correct phone number formatting are:
UK: +442071366328
US: +18883822721
SG: +6566227349
Please enter the Legal Entity Identifier associated with the main entity you are onboarding.
LEI
This is the entity which is the main user of the service. This legal entity will sign the user agreement, and invoices will be issued in this name.
This Company does not have an LEI
Legal Entity Name
LEI Status
GLEIF Status
As the company does not have an LEI, please select the identifier type you will be using and input the correct number in the respective box.
Identifier Type
-- Select an Option --
DUNS
EIN
Identifier Number
This entity is the primary user of the service and will sign the onboarding agreement.
Legal / Company Name
Country of Formation
Date of Formation
Principal Place of Business Address 1
Principal Place of Business Address 2
Principal Place of Business City
Principal Place of Business Country
Principal Place of Business Post Code
Principal Place of Business Region
Account Service Role
-- Select an Option --
Broker / Dealer
Fund
Fund Administrator
Date of Commencement of Business
Primary Regulatory / Designated Examining Authority
How did you hear about AIP?
What is the nature of your business?
How do you intend to use the AIP service?
Comments
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