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Accredited Authorization Declaration

  • In the event that my financial status, as attested to in Section 1 above changes, I am to immediately inform Prizma Capital of these changes.

  • I hereby agree that all information shared in this declaration shall be held, managed, and used by Prizma Capital in proposing investment opportunities.

  • I am aware that Prizma Capital relies on the statements contained here in order to propose detailed and specific investment opportunities and that statements on my part, that misrepresent or are otherwise inaccurate, incomplete or imprecise, may cause damages to Prizma Capital.

Investors Details:

  1. Liquid assets - This refers to cash, deposits, financial assets and securities as defined by the Regulation of Investment Advice, Investment Marketing and Investment Portfolio Management Law of 1995. Financial Assets - Instruments as defined by the Joint Investment Trust Law of 1994, stocks or shares in Funds registered outside of Israel, options, futures, structured or indexed products and pension funds.

  2. Family Unit - Defined as an individual and his/her household living with him/her and/or dependents.

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