Browse Template

Join Now

Client Declaration to Financial Institution

Risk Disclosure on Investment

This document is a Client / Customer declaration to a financial institution that they have read and properly understood the risk disclosure statement in relation to an investment / securities trading. It is not the risk disclosure statement itself but an affirmation that the risk disclosure statement has been read through. 

By signing this document, the client acknowledges that the Risk Disclosure Statement was provided in a language of client’s own choice and the client was invited to read the Risk Disclosure Statement, ask questions and take independent advice if the client wishes. 


How to use this Document?

This document should be carefully read by the client / customer.

This document should be signed by the directors of the company and affixed the corporate chop


How to Tailor the Document for Your Need?

  1. Create Document: Click “Create Document” button and the document will be prepared with your account details automatically filled in. 

  2. Please fill in any additional information by following the step-by-step guide on the left hand side of the preview document and click the “Next” button. 

  3. When you are done, click the “Get Document” button and you can download the document in Word or PDF format

  4. Please review the document carefully and make any final modifications to ensure that the details are correct before sending to the addressee.

risk disclosure
risk disclosure statement

Related Documents