Get Microsoft Words Offshore Application Form

Completing the Microsoft Words Offshore Application Form online can be a straightforward task with the right guidance. This guide provides step-by-step instructions to help you navigate each section of the form with ease.

Follow the steps to fill out the application form effectively.

1. Click 'Get Form' button to download the Microsoft Words Offshore Application Form and open it in your preferred editor.
2. Begin with section 1: Investor details. Provide the first applicant's information, including whether they are an existing investor, their type (individual or corporate), title, and identification type. Ensure to attach any required documents like a certified copy of the identity document.
3. Continue to fill in the personal details of the first applicant, including surname, first name(s), email address, physical address, and contact numbers. Make sure to indicate residency status and provide country of residence.
4. If applicable, fill out the details for the second applicant in the joint application section, ensuring to complete the same fields as the first applicant.
5. Move to section 2: Banking details. Specify the bank, branch, branch code, account number, and account type, as well as the name of the account holder. Confirm that bank details are clear as the application will not be processed without this information.
6. Section 3: Investment details requires you to select a fund and specify the investment amount and start date. Ensure these fields are completed accurately.
7. In section 4: Financial planner details, include the financial planner’s surname, first name(s), and the name of the financial planning company.
8. Review section 5, which outlines portfolio monitoring services. Fill out the additional fee details as per your agreement with the financial planner.
9. In section 6: Declaration, read through and certify the list of statements about your eligibility and understanding of the application. Ensure to sign where required.
10. Complete section 7: Declaration of residence. Specify whether you are applying on your own behalf or on behalf of a company, and provide the necessary declarations.
11. After thoroughly reviewing all sections, ensure that all required signatures are provided. If applicable, attach any additional documents needed for support.
12. Finally, save your changes, download a copy of the completed form, and either print or share it via email as needed.

Complete your Microsoft Words Offshore Application Form online today for a streamlined application process.