Become a Client
Before becoming a client, it is important to us that we understand your current financial situation and assess your goals and ambitions for the future. Whether you are a seasoned investor and looking for a second option or have nothing yet in place, we will help you identify what money is required to create and design your Investment plan. A Fact-Find is the process by which we gather this information so that we can design a plan that best suits your needs and meets your goals and ensures you receive the best possible advice.
To download a Fact-Find, please complete the information below and click “download”. Once completed and returned to firstname.lastname@example.org, your Fact-Find will be referred to a Senior Financial Advisor who will review your current investments and advise you on your options going forward via a Financial Report and Investment Proposal. This will be followed by a conference call to explain the report in more detail and answer any questions.
The ‘Become a Client’ Process:
Information & Data Disclaimer
Kastle Offshore is committed to the responsible handling and safeguarding of all information supplied by our clients to ensure confidentiality of personal details at all times. This includes any confidential details that you the client, or any third party, may provide to us. At no time will any of your personal details be passed to a third party nor anyone outside Kastle Offshore without your consent, unless compelled by law.
All details and information that you supply within this document will be keep completely confidential at all times, and will only be used by Kastle Offshore to provide you with financial advice and to ensure your suitability for any future investment and/or advice. We are fully committed to the appropriate handling of this data, as described above. If you are providing information on behalf of a friend or relative, please ensure that you have obtained their informed consent beforehand.
Kastle Offshore follows the strict guidelines of Data Protection and Confidentiality of the Financial Supervision Commission (FSC) in the Isle of Man and the Financial Conduct Authority (FCA) in the United Kingdom.
We will use your data and contact information to inform you of products and services that may be of interest to you. This may come in the form of a letter, email, telephone, text, or other electronic means. You may inform us at any time if you do not wish to receive any marketing communications from Kastle Offshore. Please provide us with your full name and address and other relevant details, where appropriate, if you do not wish to receive these occasional communications. We will retain information supplied in this document for as long as permitted for legitimate business purposes and may use it for statistical purposes in order so that we can improve our services in the future. However, we will delete all data held about you upon your written request.