Investment Enquiry Form

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Title

Forename(s)

Surname

Telephone

Mobile

Email Address

Best Time to Call

Your Address

House Name / No.

Street

Town

County

Postcode

Investment Information

Proposed Investment Amount

Lump Sum or Regular Payment

Investment Purpose

Over how long do you wish to invest (Years)

What is your attitude to risk

Submit Your Information

How did you hear about us

Your Privacy

We take your privacy seriously. Personal data submitted to CSM Financial Solutions Ltd with this form will be treated in accordance with the Data Protection Act 2018. By submitting this enquiry form you expressly consent to be contacted in relation to your enquiry, without prior notice or arrangement, using the contact details provided on the form.

The value of your investment can go down as well as up and is not guaranteed, investors may not get back the amount invested.

Main Office

Tudor Lodge
Folly Road
Inkpen
Hungerford
Berks
RG17 9QB
Telephone. 07760 665656
Email. carolinecsmfinancialsolutions.com
CSM Financial Solutions Ltd is registered in England & Wales no. 07506701. Registered Office at Tudor Lodge, Folly Road, Inkpen, Hungerford, Berks, RG17 9QB. CSM Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority no. 942693.

The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. information contained in the website does not constitute advice and decisions should not be made based solely on the information on the website. Individual advice should be sought.

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