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PWI Application and Fund Information
To continue to the PORT Platform application and Platform resource page you must first register and apply by filling in the following Online Application. You can also attain more information on the PORT Platform service by contacting one of our PORT Platform staff at general@progs4wealth.com

Title Mr Mrs Ms
Surname
First Name
Telephone Work
Nationality

Telephone Home
Mobile Telephone
E-mail Address
Telephone of Clarification Yes No
Contact Address

Follow this Steps
Step 1 - Choose Funds Family
Step 2 - Choose Funds Name
Step 3 - Click 'ADD FUND' to add the fund to your request list
Step 4 - Click 'REMOVE FUND' to remove the fund from your request list
Step 5 - If the fund you are looking for is not listed, please provide the details
Step 6 - If you are done, click 'PROCEED to Step 3'
Choose Fund Family
Choose Fund Name
Additional Fund Detail


Selected Fund(s)
Now that you have found the fund that you are interested in click the add button below to add it to your fund list below that will be included in your details so that our staff can tailor there response for your specific requirements. Should you need to delete a fund from the list below simply highlight it in the box below and hit the delete button below.

1.Would you like alternative fund recommendations for comparison?
(note: provided by our independent Fund Research & Analysis Dept)
Yes No
2.Is this request to complement an existing portfolio or holdings?
Yes No
3.What is your time frame to allocate?
Yes No
4.Would you like a local consultant to contact you?
Yes No
5.Would you like to attend a local seminar?
Yes No
6.How much are you looking to allocate to new investment currently?
Please state amount

Congratulations you have now finished the online application process, click the button below to submit your request and await for confirmation from our platform staff on your application. Should you have any problems contact technicalsupport@progs4wealth.com

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