Which investor profile should I choose?
The first choice is in relation to the type of account you wish to set up:
- An Individual (Here, you can bolt on an ISA account once opened)
- A company
- A Trust / Pension Account
Once you have selected one of the above, you will then be asked to categorise as one of the following.
- Certified High Net Worth Individual
- Self-Certified Sophisticated Investor
- Restricted Investor
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