VisionVest Circle

Personal Information

Step 1 of 6

Full Name *

Date of Birth *

Gender *

Phone Number *

Email Address *

Residential Address *

Town/City *

County/Region *

Postcode *

Nationality *

Occupation/Profession

Employment Status

Identity Verification

Step 2 of 6

Required for cooperative governance and compliance. All documents handled securely under UK GDPR. ICO Registration: C1928411

Referral & Background

Step 3 of 6

Referrals support trust and governance in our cooperative community

Were you referred by an existing VisionVest member? *

Yes No

Name of Referring Member *

Relationship to Referring Member *

How long have you known them? *

Would they act as sponsor/reference? *

Yes No Not sure

Have you previously participated in any cooperative society, contribution group, investment club, or community finance initiative?

Yes No

Please briefly describe your experience

Membership & Interests

Step 4 of 6

Community

Step 5 of 6

How did you hear about VisionVest Circle? *

Would you like to attend VisionVest meetings/events? *

Yes No Occasionally

Preferred meeting format *

Online Physical Hybrid

Consent & Declaration

Step 6 of 6

I consent to VisionVest Circle Co-operative Society Limited storing and processing my personal information for membership administration, governance, investment consideration, and operational purposes in accordance with UK GDPR requirements (ICO Registration: C1928411). Data will be retained for the duration of membership plus 6 years, or 2 years if the application is unsuccessful, after which it will be securely deleted.

I acknowledge that certain VisionVest activities may involve contact with vulnerable adults and I understand that enhanced DBS checks and safeguarding training will be required for those roles.

I confirm that all information provided in this form is true and accurate to the best of my knowledge. I understand that providing false information may result in my application being declined or membership being revoked.

Digital Signature *

Date *