INDIVIDUAL APPLICATION FORM

Risk Profile
Personal Details
Bank Details
Beneficiary Details
Emergency Contact

Your Risk Profile

Select the profile that best describes you as an investor. This replaces the risk questionnaire.

Conservative

Very low risk. Capital protection comes first; you need access within 3 years.

Cautious

Low risk for slightly better returns. Protect what you have; invest for 3+ years.

Prudent

Balanced portfolio for capital growth. Some ups and downs are fine; invest for 5+ years.

Assertive

Higher volatility for growth. Build assets over 5 to 10 years.

Aggressive

High risk for the highest long-term returns. Invest for 10+ years.

I confirm the selected profile reflects my investment objectives and risk appetite.

Personal Details

Joint Applicants?

Referral Type

Referral Name

Applicant 1

Bank Details

Any change of bank details must be provided in writing, duly executed by authorised signatories. No payments will be made to third party accounts. OAM will not accept money outside the bank accounts listed in the application form.

Reporting Currency

Bank Details for Applicant 1

Bank Name

Branch

Account Name

MPESA Applicable

Account Number

A/C Type(Saving,Current,Personal etc.)

MPESA Mobile No.

Beneficiary Details

I/we instruct OAM that in the event of death prior to termination of this agreement or death after the termination of the agreement but OAM has not transferred all funds and securities to the my/our bank account, any funds and securities held by OAM shall be held in Trust to be paid to the beneficiaries listed below:

Beneficiary 1

Is Minor

Name

Relation

ID/Passport No.

Mobile No.

Date Of Birth

Split(%)

Emergency Contact/Next Of Kin

Title Mr. Mrs. Ms. Other

DOB

Gender Male Female

Relationship

Nationality

First Name

Middle Name

Last Name

ID Type

ID/Passport

Passport Issue Date

Passport Expiry Date

Contact No.

INDIVIDUAL APPLICATION FORM

Your Risk Profile

Personal Details

Applicant 1

Source of Funds

Bank Details

Bank Details for Applicant 1

Payment Instruction

Regular Investment Top-Up

Beneficiary Details

Beneficiary 1

Emergency Contact/Next Of Kin

Notifications