Application Forms

In order to invest your clients' monies into a Minerva portfolio at Avalon Investment Services, a Financial Adviser needs to complete both Minerva's Introducer Agreement, and Avalon's Terms of Business. These are found here:

Minerva's Introducer Agreement
Avalon's Terms of Business

A Financial Adviser's client will need to complete both Minerva's discretionary application form, and Avalon's form for the appropriate product, which can be found here:

Minerva's Discretionary Application Form
Avalon's Product Application Forms

For help, or more information, please contact us.