Client Onboarding · MiFID II / AML

Become a client.

A formal onboarding process for private and corporate investors. All information is treated under Luxembourg professional secrecy provisions and processed strictly for client due-diligence purposes.

Pre-selected from the calculator: UBS 12.000% (DE000UL5Q8D3)

1 Account type

Individual Private investor — personal mandate, single account holder. Joint Two account holders — joint discretionary mandate. Corporate Company, trust, foundation or institutional investor.

2 Personal details

First name * Last name *

Date of birth * Nationality *

Email * Phone *

Residential address *

3 Investment profile

Indicative investment amount * Investment horizon *

Source of funds * Risk tolerance *

Investment objectives

4 Bank details · Optional I’d prefer to provide my bank details later, during the secure onboarding call.

Bank name Account holder name

IBAN SWIFT / BIC

5 Identity documents

Government-issued ID * Passport, national ID or driving licence. PDF/JPG/PNG, max 100MB. Proof of address * Utility bill or bank statement dated within the last 3 months.

6 Consent I consent to BVF Capital processing my personal data for the purpose of client due diligence, KYC and onboarding, in accordance with the firm’s GDPR privacy notice and Luxembourg professional secrecy provisions. * I’d like to receive BVF Capital’s quarterly fixed income outlook. (Optional)

All information is encrypted in transit. A member of our compliance team will review your submission and contact you to schedule a secure onboarding call. You will receive an email once your application has been verified.