Documents

COPIA Guernsey

Copia Guernsey Application Form

Copia Guernsey Fee Schedule

Copia Guernsey Members Guide Book

COPIA QNUPS

Application Form

Customer Due Diligence Form

Additional Documents

Additional Contribution Guidance

Investment Request Form

Private Client Investment Request Policy

Private Client Structured Investment Declaration

Self Certification Form

Change Of Adviser Policy

United States National Declaration Form

Deed Of Assignment

Retirement Illustration Request Form