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CLIENT PROFILE - RETAIL

How to complete this client profile


This client profile is for applications by retail clients only (individual/s or corporate).

Please complete this customer profile by providing the relevant details where requested and ticking the boxes
where appropriate. We need the information that is requested from you in this form prior to opening your
account. Failure to provide sufficient information may lead to a delay in processing your application to open an
account and/or a delay in providing the relevant services for you.

Please ensure that this form is signed in accordance with your Account Mandate by the duly authorized
signatories.

Please complete as appropriate and sign the declaration:

1. Account information
Title/ Name of account ____ATKINS MARTIN ERIC__________________________

Address for correspondence

__________KIBBUTZ_ RAMAT-DAVID DOAR NA HAEMAKIM_________________________________________________

______________NR. AFULA 36587______________________________________________________

Contact details
Telephone (daytime): __972 52 6930066______________ (evening): ___972 46549044_________________

Mobile Phone: ____972 52 6930066__________ Fax: ___972 15346549044___________________

Email : _ATKINS.MARTIN@GMAIL.COM__

2. Type of Account

Please indicate which type of account you would like to operate:

Individual X Joint Company

3.Type of service required

Securities
We offer both advisory dealing/advisory managing services and execution-only services for Securities
products

Please tick the relevant products that you are experienced with:
X
Equities…………………………………………………………………
X
Bonds…………………………………………………………………..
X
Structured Notes………………………………………………………..
X
Mutual Funds /Unit Trusts……………………………………………..

Derivatives……………………………………………………………..

Others, Please Specify ………………………………………………….

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Please indicate which type of services you require for Securities:
Please tick the box against
the service required
Advisory Services

Advisory Dealing: We will provide advice on Securities at your request


on a deal by deal basis and will effect transactions in Securities after obtaining
your prior consent.

Advisory Managed: We will monitor your portfolio and on our own initiative X
provide you with investment advice in accordance with your investment
objectives, in the context of your portfolio of investments. No transaction will
be entered into without your prior consent.

Execution-only

We will only effect transactions in Securities on your


instructions. We will not advise you on the merits of any
transaction nor shall we advise you on the composition of
your Portfolio.

If you wish to make execution-only investments in unregulated collective investment schemes (hedge
funds, private equity funds, property funds, etc), we are obliged to assess your ability to make your own
investment decisions and to understand the risks involved.

1. Are you an investor in an unregulated collective investment scheme?

Yes No

2. Have you invested in a particular type of scheme (e.g. property scheme


or hedge fund or private equity fund)? Please identify the type and if
possible the name(s) of the scheme(s).

____________________________________________________________________________

____________________________________________________________________________

3. Are you aware of the risks of investing in such schemes?

Yes No
B. Derivatives (This section need only be completed by if you intend to trade in the Derivatives Market)

Please indicate which on-exchange Derivative products you wish to trade:

On-exchange futures On-exchange options

Financials Financials

Commodities Commodities

Please indicate which type of services you require for Derivatives:


Please tick the box against
the service required
Advisory Services

Advisory Dealing: We will provide advice on Derivatives at your request


and will effect transactions in Derivatives after obtaining your prior consent.

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Advisory Managed: We will monitor your portfolio and on our own initiative
provide you with investment advice in accordance with your investment objectives, X

in the context of your portfolio of investments. No transaction will be entered


into without your prior consent.

Execution-only

We will only effect transactions in Derivatives on your instructions. We will not


advise you on the merits of any transaction nor shall we advise you on the composition
of your Portfolio.

Sections 4 to 9 should be completed by all clients i.e. Advisory clients and Execution-only clients.

4. Investment details

The base currency of the account will be: _GBP______

The initial capital investment will be: _GBP__225,000

What additional funds might be added over the next twelve months: _N.A.______

5. Investment objectives and risk levels

Income: Investments in fixed interest or floating rate bonds -


seeking to provide a regular flow of interest income

Capital growth: Investments in shares, bonds and convertible bonds-


where the need for yield is not of primary importance

Balanced income & capital growth: X Bonds and convertible bonds – where income is fixed and
is linked to the underlying shares or funds, which
are specifically identified as such.

Other: Please specify

_____________________________________________

Please indicate your risk tolerance (you should bear in mind that higher return expectations entail a
commensurate level of investment volatility):

You seek to preserve capital after inflation and minimise


Low risk investment volatility. You prefer investments with low
downside price risk.

You seek long-term returns, but can sustain downward investment


Medium risk X fluctuations. You prefer investments with limited downside price risk and
are willing to forego higher returns as a result.

You seek significant returns, but can sustain downward investment


High risk fluctuations.
You prefer investments with high profit potential even if that means
high downside price risk.

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6. Time Horizon

How long do you intend to remain invested?


X
Less then 1 year 1-2 Years 3 Years and above

7. Restrictions/Preferences

Please list below any restrictions or preferences you may have, which you wish us to take account of.
These might be for example, geographical areas or specific markets, types of investment, the size of
individual investment units or classes of investments. If you do not give us details of restrictions, we
will assume that there are none.

______________________________________________________________________________

______________________________________________________________________________

_______________________________________________________________________________

8. Your assets and income

We are best able to give you suitable advice when we have a complete picture of the manner in which
our services fit into your overall financial plan. Your net worth profile should reflect your financial position
accurately. If you do not complete this step, your application may be delayed and we may be unable to open
your Account. If your financial circumstances change, please notify us as soon as possible.

The assets invested with FIBI Bank (UK) Plc comprise:

Most of your financial assets X

Part of my financial assets

Please indicate the current distribution of your overall financial assets (% of Total Assets)

Asset Class Total Holdings

Stocks ______________ Real Estate ______________


Bonds ______________ Art/Collectibles ______________
Cash/Money Market _X_____________

Aggregate Gross Annual Income

Under $100,000 X $100,000 - $250,000 $250,000 - $500,000

$500,000 - $1 Million Over $1 Million

Liquid Net Worth (excluding principal place of residence)

Under $100,000 $100,000 - $250,000 $250,000 - $500,000 X

$500,000 - $1 Million Over $1 Million

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9. Trading experience and knowledge

Securities

Have you previously traded Securities? No X Yes

If yes, please specify the investments you traded


(e.g. equities, fixed income (corporate, government), warrants):___________________________________

How long have you had an account trading these investments? ___________________________________

How frequently did you trade? ___________________________________

What is the approximate size of the average deal you traded? ___________________________________

Which broker(s) did you use in this trading? ___________________________________

Derivatives

Have you previously traded Derivatives? No X


Yes

If yes, specify the investments you traded


(e.g. interest rates, stock indices, currencies, single stock) _________________________________

How long have you had an account trading these investments? ________________________________

How frequently did you trade? ________________________________

What is the approximate size of the average deal you traded? ________________________________

Which broker(s) did you use in trading? ________________________________

10. Confirmations and periodic statements

If you are resident outside the United Kingdom and you do not wish to receive confirmations, please notify us in writing.
Note however, that we recommend that you receive and retain all confirmations.

We shall send you periodic statements as well as (where appropriate) a statement of valuation and composition of your
Portfolio either 15 Business Days after the end of a calendar month or 15 Business Days after the end of each Quarter as
defined in our Terms of Business.

Please indicate when you want to receive periodic statements:

Quarterly Monthly X

Custody services

We will appoint a third party to act as Custodian of your assets which we may from time to time safeguard
and administer under this Agreement. Details of our Custodians are available on request.

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11. Acknowledgement and signature

By signing this customer profile, I acknowledge and agree that:

• The information I have given on this form is true and complete. I will inform you immediately in writing of
any material changes to the information that has been provided by me on this form.

• You rely on this information to:

– classify me correctly as a “retail” customer for the purposes of the Financial Services and Markets Act
2000 and the rules of the Financial Services Authority;

– identify properly and recommend suitable investments to me in the case that I request any advisory
services from you; and

– in respect of execution-only services, such information may be used so that you can if necessary query the
appropriateness of a transaction.

• I have read and understand and agree to be bound by the terms and conditions set out in:

– the Terms of Business (including the risk warnings as to derivatives, warrants, penny shares and
stabilisation (as applicable) and the policies relating to older execution and conflicts of interest);

– the scale of charges;

– the cover letter; and

– this customer profile.

• I consent to the use, processing and disclosures of my personal details (including sensitive personal data) as
set in the Data Protection Notice (incorporated in the Terms of Business).

Authorised Signatory: ______________________________________

Print name: ______________________________________

Date: ______________________________________

If you have any questions, please feel free to contact our Compliance Department on +44 (0) 20 7280 9526 or
Private Banking Manager 0207 280 9529.

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