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:
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The source of funding for your account (for compliance)
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Your current annual income (for compliance)
Occupational-related questions
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Your employment status (for compliance)
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Your occupation, company, and industry (for compliance)
Any information about important affiliations
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Questions about whether you have any key government relationships, or have other key relationships with publicly traded companies
Tax information
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The countries you are a citizen, resident, and tax-resident of.
Hayden Smith
14 March 2021