Investment Affidavit

State of [Your State]

County of [Your County]

I, [Your Name], being duly sworn, hereby depose and state as follows:

1. I am over the age of eighteen (18) years and am fully competent to make this affidavit.

2. I am applying to open an investment account with [Financial Institution Name], located at [Financial Institution Address], and I have personal knowledge of the matters stated herein.

3. I understand that the information provided in this affidavit is necessary for the opening of the investment account and is subject to verification by [Financial Institution Name].

4. I hereby provide the following personal information required for the account opening:

• Full Name: [Your Name]

• Date of Birth: [Your Birthdate]

• Social Security Number: [Your SSN]

• Residential Address: [Your Address]

• Contact Information: [Your Email]

5. I declare that the funds to be deposited into the investment account are obtained from [Source of Funds] and are legally owned by me.

6. The purpose of opening this investment account is to [Your Investment Objectives].

7. I understand and acknowledge the risks associated with investing, and I affirm that my investment decisions are based on my risk tolerance and financial objectives.

8. I certify that I am in compliance with all applicable laws and regulations governing the opening and operation of investment accounts, including anti-money laundering (AML) and know-your-customer (KYC) requirements.

9. I authorize [Financial Institution Name] to conduct any necessary inquiries or verification processes to validate the information provided in this affidavit.

10. I declare under penalty of perjury that the foregoing is true and correct to the best of my knowledge, information, and belief.

Executed on this [Date] day of [Month] [Year].

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Subscribed and sworn to before me, a Notary Public, on this [Date] day of [Month, Year].

[Notary Public Name]

[Notary Public Seal]

My Commission Expires: [Date]

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