Your eligibility to participate in certain investment opportunities and the tax benefits you receive from investments can both be affected by a change in your profile.
It is important that you keep us updated on any changes to your investment profile so that we can serve you appropriately.
Before your profile has been submitted, you will have the opportunity to review and edit any of your responses during the Review and Sign section of your investment profile, before you sign and submit your final account documentation.
Once your profile has been submitted, you will need to contact us at firstname.lastname@example.org to change your information. We are working on making this process easier in the near future.
If you amend your investment profile at any time, we will need to review and approve your revised profile before you are able to resume making new investments. We are required to contact you from time to time (and at least once per year) to confirm your circumstances have not changed.