CLIENT QUALIFICATIONS
At FCD Invest, we serve a discerning clientele of prequalified high-net-worth individuals who seek to elevate their financial legacy. Our clients are visionaries — those who wish to diversify their portfolios with sophistication, orchestrate seamless generational wealth transfer, and preserve or enhance their capital with enduring precision.
Our bespoke suite of services is meticulously tailored, with exclusive entry requirements for each offering, reflecting the distinct nature of each program. To ensure a harmonious partnership, every prospective client is invited to complete our confidential intake process, allowing us to thoughtfully assess alignment with our curated offerings and uphold the exceptional standards that define the FCD Invest experience.
CLIENT CRITERIA
CLIENT PREQUALIFICATION FORM
To ensure a personalized and exceptional experience, we kindly request that all prospective clients complete this form. Should you wish to include a spouse, partner, or dependent in your investment journey, each individual is required to submit a separate form.
Rest assured, your privacy is paramount. All information provided will be held in the strictest confidence and will never be shared or disclosed to any third parties, regardless of your client status.
Please allow up to three business days for a member of our dedicated team to contact you. In the event that our services have reached full capacity, you will be promptly informed and placed on an exclusive waitlist, allowing us to engage with you at the earliest opportunity.
FCD Invest reserves the right to carefully consider and, at our discretion, decline client applications to maintain the highest standards of service and client alignment.