New Business Checklist | For IFAs

Fill up the form below to submit your client's investment details.

If you have any questions on how to fill up the form, please email us on brokersupport@gaafunds.com

Date :

NBC Completed by:

APPLICANT DETAILS

Is this a single or joint application?

Surname (First applicant)		Firstname(s)

Surname (Joint applicant)		Firstname(s)

INVESTMENT DETAILS

Fund Name (please indicate)

Amount invested

(Numeric value only; commas, decimal places are not accepted)

Remitting Bank

Is this an existing GAA investor?

YesNo

What level of unit allocation do you require? :

INVESTMENT METHOD

Direct Investment

Via Platform

Switch Within Existing Platform

Platform Provider

Platform Type/Name

Platform Ref. Number

Investment/Switch Date

Additional Information/Ref.

INTRODUCER DETAILS

Company

Address

Consultant

Agency Number

INTRODUCER CHECKLIST

Please forward the following to BCB in Bermuda:

Have details above changed since last NBC? If so, please indicate changes here: