AGREEMENT

Agreement


This is an Agreement between Bluestars Capital (aka BCAP) registered in Hill Street, Dehiwala, Sri Lanka, represented by Zuhdi Zubair, Investment Advisor, to provide discretionary investment management services to the client mentioned below:
  • The investment approach shall be based on the value investing methodology
  • The investment management period shall be for the long term
  • The investment goals are capital protection and to provide reasonable returns over the long term
  • The investment vehicle shall be the local stock market
I am

A ‐ INDIVIDUAL

Full Name *:

NIC/Passport # *:

Client Type *:

Email *:

Mobile Phone(with country code) *:

Land Phone (with country code):

Full Permanent Address *:

Full Current Address and Status *:

Employment

Occupation / Profession *:

Organization Name *:

Nature of business / profession *:

Organization address, contact *:

Organization Website:

Bank Account Information

Bank Name *:

Account Name *:

Account Number / IBAN *:

Bank Branch Address *:

Source of Fund *:

Other

Other Connected Business / Professional Activities / Business interests:

Other details/remarks/notes (if any):

Documents Upload

Copy of NIC/Passport*:

Proof of current residency document*:

Bank transfer slip*:

B ‐ COMPANY

Full Registered Name *:

Registration Number *:

Client Type *:

Contact Person Full Name *:

Designation:

Email *:

Mobile Phone (with country code) *:

Land Phone (with country code & extension) *:

Full Registered Address, website & Status *:

Business Industry *:

Major product/service:

Bank Account Information

Bank Name*:

Account Name*:

Account Number / IBAN*:

Bank Branch Address*:

Other

Other Connected Business interests:

Other details/remarks/notes (if any):

Documents Upload

Commercial Registration *:

Bank transfer slip *:

C ‐ INDIVIDUAL AND COMPANY

Current investment holdings, if any:

Investment knowledge & experience *:

Risk level *:

Patience level *:

Instructions

  1. All fields with asterisk are mandatory for their respective category
  2. Please ensure to upload clear copies of all documents
  3. Please note that services will commence once BCAP receives all that is required
  4. Please refrain from sending anything via any social media. They will not be accepted
  5. Money transfer is to the following bank account:
    • Bank name: HSBC
    • Bank branch: Nugegoda
    • Account name: M Z M Zubair
    • Account number: 005‐028303‐001
    • Account currency: LKR
    • SWIFT code: HSBCLKLX

Terms

Date: