Get Client Account Opening Form

Filling out the Client Account Opening Form online is an essential step in establishing an account with ApexAfrica Investment Bank Ltd. This guide will provide you with clear, step-by-step instructions to ensure a smooth and efficient completion of the form.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to obtain the form and access it in the editor.
2. Start by entering the full name of the single applicant or company in capital or block letters as specified.
3. Provide the client’s occupation or type of business in the designated field.
4. Fill in the physical address, including the city, postal address, postal code, and district.
5. Complete the telephone section with residence and home telephone numbers, along with a mobile number.
6. Enter the personal e-mail address and, if applicable, the office e-mail address.
7. Include the next of kin's details, followed by the postal address, postal code, and district for the next of kin.
8. Fill in the CDS account number, date of birth or incorporation, nationality, and identification number (ID, passport, or certificate of incorporation number).
9. If applicable, enter the details for the joint applicant, including their full name, occupation, physical address, and contact information.
10. Provide the relevant information for the contact person, including their full name and the details specified in prior steps.
11. Tick the type of account you wish to open: Client Controlled Account or Nominee Account.
12. Select the signature authority and account mandate by ticking the appropriate boxes.
13. Read and acknowledge the declaration by confirming that the funds used for investment are legitimate and that the provided information is true to the best of your knowledge.
14. Sign and date the form, ensuring all signatures required from clients or directors are included.
15. Attach necessary documents such as identification, photographs, and incorporation certificates as required.
16. After completing the form, save changes, and choose to download, print, or share the filled-out document as needed.

Complete the Client Account Opening Form online today to initiate your account setup.