Hub – Vernier Capital Advisors

VERNIER HUB

Our technical centre assembling key documents, counterparty evaluations and product training for new & existing clients.

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The hub.

A quick reference point for all the docs & data our clients need.

Client Initiation Forms

Document Name	Description	Download
Client Questionnaire (EEA)	For EU/EEA Clients – Onboarding agreement for European clients.
Client Questionnaire (Ireland)	For Irish Clients – Onboarding agreement for Irish investment advisory firms.
Client Questionnaire (non-EEA)	For International Clients – Onboarding agreement for international investment firms & asset managers
Sustainability Questionnaire	For EU/EEA Clients – Provide our company with your sustainability preferences.

Counterparty Factsheets

Document Name	Description	Download
Barclays Bank Plc	Risk metrics, credit ratings and market data on Barclays Bank.
BNP Paribas	Risk metrics, credit ratings and market data on BNP Paribas.
Canadian Imperial Bank of Commerce (CIBC)	Risk metrics, credit ratings and market data on CIBC.
Citibank	Risk metrics, credit ratings and market data on Citibank.

Base Prospectuses

Document Name	Description	Download
Barclays Bank Plc	As of 4/2024. Please visit the bank's website to ensure you have the latest prospectus and supplements
BNP Paribas	As of 4/2025. Please visit the bank's website to ensure you have the latest prospectus and supplements
Canadian Imperial Bank of Commerce (CIBC)	As of 4/2024. Please visit the bank's website to ensure you have the latest prospectus and supplements
Citibank	As of 4/2025. Please visit the bank's website to ensure you have the latest prospectus and supplements

Guides

Document Name	Description	Download
Vernier Structured Products Introduction	Simple and easy introduction to structured investment products.
KID User Guide	Helpful guide for navigating the Key Information Document (KID) introduced in 2018.
BNP Paribas Structured Products Guide	Structured products guide provided by BNP Paribas.
Nomura Structured Products Guide	Structured products guide provided by Normura.
UBS Structured Products Guide	Structured products guide provided by UBS.
Morgan Stanley Structured Products Guide	Structured products guide provided by Morgan Stanley.

Intermediary Forms & Administration

Document Name	Description	Download
Intermediary Terms of Business	Terms & conditions of services with our company for EU entities.
Offshore Intermediary Terms of Business	Terms & conditions of services with our company for non-EU entities.
Change of Bank Details	Update your bank details
Onboarding Checklist	Checklist of required and acceptable AML/KYC documentation for investment firms.