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Minimum funding is USD 2,500.
I hereby accept that anyone in the CMEG Group may contact me with marketing material regarding investments.
< USD$50,000
USD$50,000 - USD$100,000
USD$100,000 USD$500,000
USD$500,000 USD$1 Million
> USD$1 Million
Capital Protection
Inflation Protection
Growth and Security
Maximum Growth
Limited I have very little knowledge on investments
Basic I have a basic understanding of investing and investment types
Fair I have a moderate level of knowledge on investment types and strategies
Extensive I have a complete understanding of investing, types, strategies and risks
1 2 yrs
3 5 yrs
6 10 yrs
10 20 yrs
More than 20 yrs
Over a one year period, I am comfortable with a
I am not comfortable with any declines in my portfolio
1 5% decline in my portfolio
5 10% decline in my portfolio
10 20% decline in my portfolio
I anticipate that I may require full or partial access to my funds in
Less than 1 year
1 2 years
3 5 years
I am able to commit to a long term investment. I do not anticipate any need for withdrawals in the near future.
Conservative
Balanced
Growth
< USD$2000
USD$2000-USD$4999
USD$5000 USD$49,999
USD$50,000 USD$100,000
> USD$500,000
Transfer Current Stock and Cash
Close Positions and Transfer Cash
Not Applicable
Conservative Heavily weighted towards debt instruments
Moderate Relatively balanced weighting between equity and debt instruments
Aggressive Heavily weighted towards equity
Security Questions
Trading Experience
I have a secondary income above 10,000 USD annually after tax
Secondary source(s) of income, if applicable
Dividends/Interests from Own Company
Dividends/Interests from Stocks/Bonds etc.
Others
Royalties
Primary Source(s) of Wealth
Savings from Salary/Pension
Trading Profit
Are you a United States citizen?
Yes No
Are you a United States resident for tax purposes?
I accept
When you upload a photo, please ensure that: all four corners of the document are visible in the photo; the photo is well lit so the document is readable; your ID and Proof of Residence cannot be the same document.
E.g.: Passport, Driver's License or National ID Card.
please upload id proof
A govt. issued medical insurance card, tax statement, or CMEG letter.
please upload residence proof
Job Letter, Payslip, if self-employed 6 months bank statements
please upload proof of income