Client Classification Form
WS Wealth Strategy is marketing investment opportunities only to Institutional and Professional Clients.
As a Retail Client you can choose to opt-out and be treated as a Professional Client, provided you meet the criteria to be regarded either as a high-net-worth retail client or as a private investment structure created for high-net-worth retail client.
Access the Client Classification Form in Adobe Acrobat by clicking here or complete the form directly below.