Your Tax Residency

If the information you provide on this section should change in the future, please let us know.

For your own benefit and protection you should read this section carefully,

together with the separate Coastal Asset Management LLC Terms of Service.

To: Coastal Asset Management.

I/we appoint Coastal Asset Management LLC as my/our Financial Adviser for the setup, management and operation of my/our Coastal Asset Management LLC Investment Account.

I/we agree that the Coastal Asset Management LLC Investment Account will be operated in accordance with the current Coastal Asset Management LLC Terms of Service document.

I/we have read the Coastal Asset Management LLC Terms of Service and agree to be bound by the conditions and any provisions set out within the Terms of Service.

I/we can confirm that any financial adviser remuneration has been fully explained to me/us by my/our financial adviser.

I/we confirm that I am/we are accountable to the relevant Taxation and Exchange control regulations in force in the countries of my/our citizenship, residence or domicile.

I/we confirm that I am/we are 18 years of age or over.

I/we agree to inform you in writing promptly, within 30 days, of any changes therein in my/our circumstances which may affect the information I/we have provided for you on this form.

I/we hereby declare that the details furnished above on this form are true, complete and correct.

I am/we are aware that in the case that any of the above information is found to be false or untrue or misrepresenting, I/we may be held liable for it.

I/we fully agree to the statements and confirmations contained in this declaration.

To: The Client.

I/We (Coastal Asset Management LLC) will use the information that you have provided us with on this form, in addition to the Coastal Asset Management LLC Terms of Service, in order to set up and manage your Coastal Asset Management LLC account.

We will only use your personal information to set up and manage your Coastal Asset Management LLC account and will not be used for any other purpose.

We will only pass any personal information that you have provided us with to legal or regulatory bodies as is required by law.

Please read this form and our Terms of Service carefully and ensure that you understand it fully. If there is anything that you do not understand, please contact us and we would be happy to answer any queries that you may have, or provide you with any additional information that you may require.

Please ensure that all correspondence is sent to customerservices@passinvestmentmanagers.com

Please download and complete our Terms of Service.

Download Terms of Service