Get Scotiafx

This guide provides you with a step-by-step approach to completing the Scotiafx application form. It is designed to be straightforward and supportive, ensuring that all users, regardless of their experience level, can navigate the process with ease.

Follow the steps to efficiently complete your Scotiafx application form.

1. Press the ‘Get Form’ button to obtain the Scotiafx application form and open it in your preferred document editor.
2. Begin by filling out the general company information. Provide the company name, address, phone, city, and postal/zip code.
3. Indicate the details of a contact person by providing information for two individuals, including their names and phone numbers.
4. If applicable, specify a maximum maturity for your deals, such as '6 months'.
5. Report your annual foreign exchange volumes in USD equivalent and the average trade size in USD equivalent.
6. Describe the nature of your business by selecting 'Commercial' or 'Corporate'.
7. Enter your relationship manager’s details for reference.
8. Introduce authorized users for Scotiafx. Fill in the first and last names, phone numbers, and emails of Authorized User 1 and Authorized User 2.
9. For each authorized user, indicate whether they can book deals. Specify if there are any limits on the amount they can handle in a single deal.
10. Provide information on whether each user can settle their own deals or only those booked by others.
11. Specify if each user can settle deals using non-standard Scotiafx instructions.
12. Sign the form where indicated for authorized company signatures.
13. Complete the section for the Scotiabank account to be debited for service fees, selecting between USD and CAD accounts.
14. Fill in your account details, including account name and account number.
15. Fill out the settlement instructions, detailing the currency, bank name, address, beneficiary name, and account number for both settlement instructions 1 and 2.
16. Indicate whether funds should be credited or debited from the accounts specified.
17. Before finalizing, ensure that you print or save the completed form. If you need to add more users or settlement instructions, follow the prompts on pages 2 and 3 of the document.

Complete your Scotiafx application form online today to facilitate your foreign exchange transactions.