Professional Documents
Culture Documents
PERSONAL PARTICULARS
Other _ _ _ _ _ _ _ _ _ _ _ _ __
Annual Income
101K – 249K
Below 1 0 0 K 250K – 500K 800K – 1 m 1m – 2 m Above 2 m NA
501K – 799K
MEMBERSHIP APPLICATION
No. 403/1&2, Block A, Along the University Road | Phone: +255 716 575 983| Email: info@bridgeconsulttz.co.tz
0716575983 tzpersonalfinancelounge
INDIVIDUAL MEMBERSHIP
QUESTIONNAIRE
Are you new to investing? What is the size of your stocks and shares portfolio?
What areas of investment are you interested in? *Please tick each box that applies
Understand different types of investment Market updates and market outlook Investment strategies (Eg. Long
term/short instruments term, asset allocation and risk management)
Investment for financial and/or retirement Understand your rights as an investor I am new to investing, I am not sure
planning and/or shareholder
What investment instruments are you interested in?*Please tick each box that applies
Bonds Shares Exchange Traded Funds (ETFs) Investment Linked Policies (ILPs)
Unit Trusts CPF Investments (CPF and CPFIs) Real estate investment trusts(REITs) Futures/ Options
Warrants RSPs (Regular Saving Plans) I am new to investing, I am not sure Other
To know my rights as an Investor To attend BICC Seminars/Workshops Updates on companies and meet with
at members' rate the companies’ management
Word of mouth Search Engines ( Eg: Google, Yahoo, Bing etc) Social Media (Eg: Facebook, LinkedIn, Instagram)
For future seminar/webinar attendance, please indicate your preferred language English Swahili
By submitting this form, you agree to our privacy statement, collection, use and/or disclosure of your personal data to the extent
necessary to process your membership and provide you with this service.
You consent to receiving marketing materials from BICC, its partners and related organisations, and to disclosing your personal data to the same.
DECLARATION
I have read the BICC' Constitution and declare that all required information provided by me in this application and in any other
supporting documents submitted to you for the purpose of this application is true, accurate and complete. BICC reserves the rights to
reject any applicants without prior notification.
Kindly ensure that all required information is provided. BICC reserves the rights to reject any registrants without any prior notification.
I agree to the above declaration and will abide by it. Signature Date
1. If you send in your membership application via email, it will be processed within 3 working days upon receipt.
2. If you send in your membership application via snail mail, processing time may take longer subject to local mail delivery frequency.
No. 403/1&2, Block A, Along the University Road | Phone: +255 716 575 983| Email: info@bridgeconsulttz.co.tz
0716575983 tzpersonalfinancelounge