SETTING UP A HEDGE FUND – PART TWO - BarclayHedge

Appendix A
CUSTOM HOUSE GLOBAL FUND SERVICES LTD.
CONFIDENTIAL QUESTIONNAIRE RE PROPOSED OFFSHORE FUND
• When completing this questionnaire, please review the accompanying Memorandum, headed “Some Factors to be
Considered When Establishing an Offshore Fund”.
• Please tick the relevant box in each question. Where appropriate, please answer questions with a “Y” or an “N”,
indicating “Yes” or “No”. If you cannot answer a question, put in a question mark. Where a box is not ticked, we will
assume that the answer is ‘No’.
• If, when we ask for further description or details under a question, there is insufficient room, please supply on a
separate sheet, identifying the relevant question number.
• When completed, please fax or e-mail to: (353)-1-878 0827
dermot.butler@customhousegroup.com | david.blair@customhousegroup.com | linda.clegg@customhousegroup.com
1.
Client / Promoter
Name
Company
Address
Telephone
Mobile
e-mail
Website
Introduced by
Do you have a relationship with:
a. any Custom House office?
b. any Equity Trust office?
c. If “Yes” to either, please give details:
1