Investment Policy Statement

Have to hand: Social Security numbers and dates of birth for each account holder and for any children or beneficiaries you wish to name; employer name and address; and a sense of your income, liquid net worth and any major expenses in the next two years.

The form is organized in sections. Open each one in turn; you can return to any section before you submit. Questions marked with an asterisk are required.

Your responses go directly to ShariaPortfolio and are reviewed with you by your advisor. Please contact us if you would prefer to complete this questionnaire by phone.