Book a session

We are delighted to learn of your interest in exploring investment opportunities with us. To begin the enrollment process, please complete the following enrollment form. This form will help us better understand your investment goals, risk tolerance, and financial objectives so that we can tailor our services to meet your needs effectively.

Note: Fields marked with an asterisk (*) are required.

Personal Information

Full Name *




Email Address *

Phone Number *

Investment Preferences:

Asset Classes of Interest (Stocks, Bonds, Real Estate, etc.):

Geographic Preference *

Investment Strategies *

Financial Information

Annual Income *

Investable Income *

Investment Experience (Years) *

Risk Tolerance *

Investment Time Horizon:

Liquidity Needs:

Additional Information:

Any Specific Investment Restrictions or Preferences

Any Previous Investment Experience or Holdings:

Other Comments or Questions:

Please ensure that all information provided is accurate and up to date. Rest assured that all information shared will be treated with the utmost confidentiality and used solely for the purpose of providing investment advisory services. Once we receive your completed enrollment form, a member of our team will reach out to schedule a consultation to discuss your investment goals in more detail and determine how we can best assist you in achieving them. Thank you for considering Level Africa as your trusted investment advisor. We look forward to the opportunity to work with you and help you achieve your financial aspirations.

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“We are committed to empowering individuals from all walks of life to invest with confidence, driving financial inclusion and prosperity across the continent.”

Level Africa is a financial technology company and is not a bank. © 2024  Level. All Rights Reserved.