Get Acsis Sis Tailored Portfolio Form

Completing the Acsis Sis Tailored Portfolio Form online is a straightforward process that allows you to efficiently manage your investments. This guide will provide you with clear, step-by-step instructions on how to accurately fill out each section of the form.

Follow the steps to complete the Acsis Sis Tailored Portfolio Form successfully.

1. Press the ‘Get Form’ button to obtain the form and open it in the appropriate online interface.
2. Begin with the 'Personal Details' section. Provide your investor number, title, surname, and first name(s). Ensure that you include your contact number and fax number, all written in block letters for clarity.
3. Move on to the 'Switch Details' section. Here, you need to select the investment vehicle by marking your choice with an 'X.' Specify the percentage and the strategies you are switching from and to, including options like SIS Tailored Portfolio or SIS Retirement Annuity.
4. Indicate if there is a debit order on this investment. If yes, detail the strategy into which the debit order should be invested. Be aware of the notes regarding switch processing during pending transactions or scheduled income.
5. Complete the 'Financial Planner Declaration' section. Confirm the verification of the client's identity and address, and acknowledge the explanation of the terms and conditions to the investor. Enter the name of the financial planner, the location, and the date, and ensure the financial planner's signature is provided.
6. Finally, fill out the 'Investor Declaration' section. Users should provide their instruction to realize and purchase investments as indicated, including the date and the signature of the investor.
7. After completing all sections, review your entries for accuracy. You can then save changes, download a copy, print the form, or share it as needed to complete the process.

Start filling out your Acsis Sis Tailored Portfolio Form online today and manage your investments with ease.