Get Subscription Agreement Form - Vanguard

This guide provides a comprehensive overview of how to complete the Subscription Agreement Form for Vanguard online. With detailed instructions tailored to users at all levels, you will find it straightforward to navigate each section of the form.

Follow the steps to successfully complete the Subscription Agreement Form.

1. Click ‘Get Form’ button to obtain the Subscription Agreement Form and open it in the editor.
2. Begin with the Account Registration section. Enter the registered name of your organization, type of organization, and your contact details including email and telephone number. Note that a physical street address is required, and a separate mailing address can be provided if different.
3. In the Interested Parties section, include the names and companies of any individuals who should receive contract notes and statements. Ensure this information is complete and accurate.
4. Move to Online Account Access. Indicate whether online access to account information is desired by selecting 'Yes' or 'No'. If 'Yes', include the names and e-mail addresses of the individuals authorized for access.
5. If applicable, complete the Dividend Payments section, selecting whether to reinvest dividends in shares or have them paid to a bank account.
6. Fill out the Bank Account Information section accurately to ensure any payments are directed to the correct account. Include details such as the bank name, SWIFT/BIC codes, and account numbers.
7. In the Required Anti-Money Laundering Documentation for New Investors section, provide the necessary information and documentation as outlined. Ensure all required documents are attached.
8. Proceed to the Persons Authorized to Conduct Transactions section. List all authorized signatories who will be able to transact on the account, ensuring each one provides their signature.
9. Complete the Declaration and Signature section. All representatives must sign to certify their authority and the information provided in the form.
10. Finally, review all sections for completeness. Save your changes and consider downloading or printing the completed form for your records. Ensure to fax the form and required documents to the Administrator and send the originals by post.

Complete your Subscription Agreement Form online today and take the first step towards managing your investments with Vanguard.