Personal Details

Mr.Ms.Divers
Prof.Dr.

Personal status*
– Bitte auswählen –singlemarrieddivorcedwidowed
Would you like to open a joint account with somebody else? yesno

Occupation and US-Tax status

Groups of occupations*
– Bitte auswählen –ManagersProfessionalsTechnicians and associate professionalsClerical support workersCraft and related trades workersService and sales workersSkilled agricultural, forestry and fishery workersPlant and machine operators and assemblersElementary occupations
Group of occupation*
– Bitte auswählen –Agriculture; plantations;other rural sectorsBasic Metal ProductionChemical industriesCommerceConstructionEducationFinancial services; professional servicesFood; drink; tobaccoForestry; wood; pulp and paperHealth servicesHotels; tourism; cateringMining (coal; other mining)Mechanical and electrical engineeringMedia; culture; graphicalOil and gas production; oil refiningPostal and telecommunications servicesPublic serviceShipping; ports; fisheries; inland waterwaysTextiles; clothing; leather; footwearTransport (including civil aviation; railways; road transport)Transport equipment manufacturingUtilities (water; gas; electricity)

Are you a US-resident? * yesno
Do you have a link to the US («us-person»)* yesno

Your investment experiences

Years of experience in investing:
noneup to 11 to 5more than 5
Experience in “asset management” services:
yesno
Experience in “investment advisory” services:
yesno

Please let us know how many investment transactions you do per year:

Money Market and the like:
non1 to 5more than 5
Bonds and the like:
non1 to 5more than 5
Stocks and the like:
non1 to 5more than 5
Hedge-Funds and the like:
non1 to 5more than 5
Private Equity and the like:
non1 to 5more than 5
Real Estate and the like:
non1 to 5more than 5
Crypto Currencies and the like:
non1 to 5more than 5
Precious metal and the like:
non1 to 5more than 5
Commodities and the like:
non1 to 5more than 5

Your investment goals

Your investment horizon in years:
up to 55 to 10more than 10

Amount to invest (in CHF):
less than 10'00010'000 to 50'00050'000 to 500'000more than 500'000

Your Subjective risk appetite according to your personal desires:
I do not want to take much risk, but I can tolerate some small asset fluctuations of 2% to 5% per yearI can take some risk with asset fluctuations of around 5% to 15% per yearI want to take more risk with potential asset fluctuations of more than 15% per year

Your regular income (in CHF):
up to 10'00010'000 to 50'00050'000 to 150'000more than 150'000

Your wealth (in CHF):
up to 10'00010'000 to 250'000250'000 to 2'000'000more than 2'000'000

Your current liabilities:
up to 10% of my wealthup to 20% of my wealthup to 30% of my wealthup to 50% of my wealth

Your investment goal:
Safety (conservation of value)Pension planValue enhancement (increase in value)

Your Objective risk appetite according to your personal desires (without any financial implications on your side):
I can take small asset fluctuations (2% - 5% per year)I can take medium asset fluctuations (5% - 15% per year)I can take major asset fluctuations (more than 15% per year)

Your reference currency:
CHFEURUSDothers

Choose your investments (or let it up to us)

Who will do the investment proposal?*
invesdecenty should offer me an investment proposalI want to set up my portfolio by myself

Privacy policy

The protection of your personal data is important to us. Therefore, we always process them strictly in accordance with the legal regulations and based on the existing and future business relationships between you and us.

Detailed information on our privacy policy

Contract

I confirm that I

• agree to the asset management contract of Keller Vermögensverwaltung AG (terminable at any time; no minimum contract term!)

• act in one's own economic interest and not at the instigation of others (in particular not as a trustee).

Place an order with us now to open an account with our partner bank

After that, you must:

• only let yourself be legitimized and

• send us back the signed asset management contract and the account opening contract of the partner bank (we will prepare them for you and send them by post; Reply envelope included!)