This Fact Find Questionnaire has been prepared so that we are able to gather important information about you which is required is in line with our regulatory obligations and is necessary to ensure that we can identify you and assess your knowledge and experience and the overall suitability and appropriateness of the services and products offered by NFS. It is important that your information and data is kept up to date and accurate, if anything changes, you should inform us the soonest possible as this may affect the provision of our services to you.

By completing this Fact Find Questionnaire, you consent to being contacted by NFS, you confirm that you are 18 years old or over and acknowledge your willingness and expressly consent to the provision of processing of your personal information and data in accordance with our Privacy Policy Policy which is available on the Company’s website.

All information provided shall be kept private and confidential.

Risk Warning: Any investment in financial instruments entails substantial risks, the degree of which depends on the nature of each investment, and may not be suitable for all investors. The value of any investment may increase or decrease in value and investors may lose all their invested capital. For more information please see our Risk Disclosure Policy.

Notes:

*1 A US Reportable Person in general terms is a US Citizen (including Dual nationality) or a USA alien for tax purposes and FATCA regulations will apply to all transactions concluded by such persons. FATCA or the Foreign Account Tax Compliance Law is a US Law which places the obligation on all financial institutions to report to the US Internal Revenue Service accounts held by US persons/legal entities.

*2 A PEP is a politically exposed person and is someone who holds or has held a position in any governmental body during the previous year. It is important to answer yes if you or any of your family members or close associates hold a position in any governmental body.

*3 If you or any family member suffer from any physical disability or health conditions that may affect your current or future financial planning, kindly answer yes and provide brief details.

Notes:

*1 A US Reportable Person in general terms is a US Citizen (including Dual nationality) or a USA alien for tax purposes and FATCA regulations will apply to all transactions concluded by such persons. FATCA or the Foreign Account Tax Compliance Law is a US Law which places the obligation on all financial institutions to report to the US Internal Revenue Service accounts held by US persons/legal entities.

*2 A PEP is a politically exposed person and is someone who holds or has held a position in any governmental body during the previous year. It is important to answer yes if you or any of your family members or close associates hold a position in any governmental body.

*3 If you or any family member suffer from any physical disability or health conditions that may affect your current or future financial planning, kindly answer yes and provide brief details.

Liabilities (Mortgage, Loans, Other Debts, etc

I/We declare that I/we are over 18 years of age and are able to provide authentic and valid documents and that all information provided is true, accurate, current, and complete. I/We agree to inform the Company of any changes in my/our circumstances so that all documents and information are kept up to date. I/We guarantee that I/We act for myself/ourselves and not as a representative of any third party.

I/We understand and acknowledge that by not fully or accurately completing this Fact Find Questionnaire any recommendation or advice given by the planner in these circumstances may be inappropriate to my/our needs therefore, I/we understand that any information not disclosed or not accurate may affect the recommendation and that I/we risk making a financial commitment to an investment policy that may be inappropriate for the needs identified.

I/We confirm that I/we have received the Client Agreement and Terms of Business and all other documents included therein.

I/We confirm that I/We have had the Charges/fees explained to me as related to the provision of services by NFS.

I/We expressly consent to the provision and processing of my/our personal information and data in accordance with the Privacy Policy of the Company.

I/We expressly consent to receive marketing communication in the following manner and will inform NFS should l/We wish to opt out of this arrangement.

NFS Insurance Advisors, Agents and Sub Agents Ltd, authorised & regulated by the Cyprus Insurance Companies and Control Service, license No.5689