Get Client Application Form - Saxo Bank Institutional

Completing the Client Application Form for Saxo Bank Institutional is a straightforward process. This guide provides detailed, step-by-step instructions to help users navigate each section of the form accurately and efficiently.

Follow the steps to accurately complete your application form.

1. Press the ‘Get Form’ button to acquire the form and open it in the necessary editor.
2. Begin with Part 1, where you provide general client details. Fill in the company name, registered address, contacts, and the number of board members, ensuring each field is completed accurately.
3. Proceed to Part 2, Client Classification. Select your appropriate category (Retail, Professional, or Eligible Counterparty) based on your investment experience.
4. In Part 3, choose the account currency. This section allows you to specify which currency you would like your account to be based on.
5. Move to Part 4, where you must declare the purpose and expected scope of your client relationship. Be sure to tick one section regarding your goals, and detail the instruments of interest.
6. Fill in Part 5 with your acknowledgment of the risks associated with trading financial products. Confirm that you understand the risk disclosure statement provided.
7. Complete Part 6 with your signature and consent, affirming all information submitted is accurate. This section will also ask for agreements regarding how your information may be shared.
8. Final steps include revising your filled form for accuracy, saving your changes, and downloading the completed form. You may also choose to print it for physical submission.

Complete your Client Application Form online today and get started with Saxo Bank.