Zaki Financial Application
Please fill this secure application and we will send you a complete secure Charles Schwab form to sign electronically via DocuSign. All information asked are required by law or very important to your investment preferences.
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Email *
First Name *
Last Name *
Gender *
Marital Status *
Citizenship *
Country Of Legal Residence *
Mobile Phone *
Home/Legal Address (No P.O.Box) *
Employment Status *
Occupation *
What type of investment accounts are you interested in? *
Please choose all that apply (at least one) *
Amount of investment to be deposited *
Please choose your investment preference. To know your risk tolerance, you may take "Investment Risk Tolerance" quiz available on *
Receipt of Zaki Financial Brochure And Privacy Policy
By filling this "Application ", client acknowledges receipt from Adviser copies of Adviser's Form ADV, Parts 2A (Firm Brochure) and Zaki Financial Privacy Policy available at
Type your full name to sign *
Today's date *
A copy of your responses will be emailed to the address you provided.
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