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What personal information do I need to provide to start investing?

To open an investment account on Pearler, we require the following personal information:

Income-related questions:

  • The source of funding for your account (for compliance)

  • Your current annual income (for compliance)

Occupational-related questions

  • Your employment status (for compliance)

  • Your occupation, company, and industry (for compliance)

Any information about important affiliations

  • Questions about whether you have any key government relationships, or have other key relationships with publicly traded companies

Tax information

  • The countries you are a citizen, resident, and tax-resident of.

help article author
Hayden Smith

14 March 2021

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