Get New Account Application Form - Mawer

Filling out the New Account Application Form - Mawer online is a straightforward process. This guide provides step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to complete your application.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin by entering the 'Office Use Only' section, where you may need to provide a file ID, plan ID, and advisor name if applicable.
3. Select the appropriate entity type for your application: Corporation, Trust, or Partnership. Provide the legal name and basic information about the entity.
4. Fill in the Corporate Account details, including the Business Incorporation Number (BIN), jurisdiction of incorporation, and the address, city, province, country, and postal code.
5. Provide primary and alternate phone numbers, along with your email address.
6. If applying as a corporation, indicate if you have attached the Business Resolution & Certificate Form.
7. Complete and attach the Authorized Signing Officer Form for each authorized signing officer.
8. Detail the Beneficial Ownership, supplying supporting documentation as needed, and list each owner or relevant individual's details as required.
9. Provide financial information, including investment knowledge and experience levels, approximate income, and net worth details.
10. Read and agree to the authorization section, allowing Mawer to receive instructions through various means.
11. Specify the payment of proceeds and the delivery method for your account statements.
12. Fill in the investment profile, including your investment objectives, risk tolerance, intended use of funds, and whether the account is leveraged.
13. If applicable, provide any third-party information and their relationship to the account.
14. Choose your investment instructions, indicating whether you are making a deposit or transferring from an existing account.
15. After reviewing all entered information, ensure all forms and required documents are attached and complete your application by saving changes, downloading, printing, or sharing the completed form.

To begin your application, fill out the New Account Application Form - Mawer online today.