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Investment Form Templates

Manage your investment operations seamlessly with Paperform's professional investment form templates. Whether you're a financial advisor, fund manager, wealth management firm, or investment platform, our customizable templates help you collect critical investor information, streamline onboarding, and maintain compliance.

Built for Investment Professionals

Our investment form templates are designed to handle the complex requirements of financial services. Collect investor qualifications, process subscription agreements, gather KYC documentation, and manage portfolio updates—all through secure, user-friendly forms that reflect your brand.

Powerful Features for Finance

Paperform's investment templates come equipped with features that matter most to financial professionals. Accept secure payments for investments and advisory fees, collect eSignatures through Papersign for legally binding agreements, and set up automated workflows with Stepper to guide clients through multi-step processes like account opening or fund subscriptions.

Secure and Compliant

Handle sensitive financial information with confidence. Our forms support secure data collection, integrate with your existing CRM and portfolio management tools, and help you maintain the documentation standards required in the investment industry.

From client intake forms and risk assessment questionnaires to investment application forms and portfolio review surveys, Paperform's templates give you the flexibility to create professional investment forms that work exactly the way you need them to—no coding required.