Faith-Based Investment Screening Form

Align Your Investments with Your Faith

For faith-driven investors, financial advisors, and ethical investment funds, ensuring that your portfolio reflects your religious values and ethical principles is paramount. This Faith-Based Investment Screening Form template provides a structured approach to evaluating investment opportunities against Sharia compliance requirements, Christian ethical investment standards, and other faith-based guidelines.

Whether you're a financial advisor serving faith-conscious clients, an Islamic finance institution, a religious endowment fund, or an individual investor seeking to align wealth with values, this template helps you systematically screen potential investments across multiple religious and ethical frameworks.

Built for Faith-Based Financial Services

This Paperform template is designed specifically for investment advisors, wealth managers, Islamic banks, religious investment funds, and portfolio managers who need to document faith-based screening decisions. The form captures essential information about investment instruments, evaluates them against religious prohibitions (such as riba, gharar, alcohol, gambling, and pork products), and documents compliance with positive ethical screens.

With conditional logic built in, the form adapts based on the faith tradition selected—whether Islamic, Christian, Jewish, or multi-faith—ensuring relevant screening criteria are applied. You can collect detailed information about asset allocation preferences, sector exclusions, ESG considerations, and spiritual investment goals all in one professional, branded form.

Streamline Your Ethical Investment Process

Using Paperform's calculation and conditional fields, you can create dynamic screening scorecards that automatically evaluate investments against your faith-based criteria. Connect this form to your CRM or portfolio management system via Stepper to automatically route high-compliance opportunities to approval workflows, flag investments requiring deeper review, and maintain audit trails for regulatory and religious oversight bodies.

For investment firms requiring client signatures on faith-based investment policy statements, integrate with Papersign to seamlessly collect eSignatures on acknowledgment documents, ensuring full transparency and documented consent for investment strategies.

Trusted by Faith-Based Financial Institutions

This template is ideal for Islamic wealth management firms, Christian financial advisors, faith-based family offices, religious endowments, socially responsible investment (SRI) funds, and impact investors who prioritize alignment between financial returns and religious convictions. With Paperform's SOC 2 Type II compliance and robust security features, you can trust that sensitive financial and personal data is protected throughout your screening process.

Start screening investments according to your faith tradition today with this ready-to-use template, and create a portfolio that honors both your financial goals and your deepest values.