Investment Profile Information

Why do I need to provide this information?

While options trading or margin borrowing can complement your current investing strategy, they are not suitable for all investors. To ensure that options trading or margin borrowing is appropriate for your circumstances, securities regulations require Private Fund Management to take your investment objective, income, net worth and liquid net worth into consideration.

Note: Private Fund Management will not share this information with anyone. If you would like more detail, please review our privacy policy.

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