.svg)
← All Fund Forms
CLIENT ONBOARDING · INVESTMENT MANAGER ENTITY
Investment Manager Due Diligence Questionnaire
This questionnaire is completed by the appointed investment management entity when requested as part of CV5's client due-diligence and onboarding process. Please provide the entity, beneficial ownership, regulation, management and control information relevant to the proposed fund.
Complete the proposed terms
Provide as much information as is available. Where terms remain unsettled, indicate “to be confirmed”. You may save your progress within the questionnaire and resume from the same browser.
Submit to CV5 Capital
Once complete, select Submit to CV5 within the questionnaire. Your responses will be sent to CV5 for an initial assessment of fund structure and operational suitability.
INVESTMENT MANAGER DUE DILIGENCE
Open questionnaire in a full window ↗This form is reserved for managers and individuals progressing through CV5 onboarding. Do not attach or send identification documents through the questionnaire. CV5 will specify a separate secure channel for certified supporting documents. Where embedded draft saving is restricted by your browser, open the full-window version.