Get Account Opening Contract - Crowd Trading

Filling out the Account Opening Contract for Crowd Trading is an essential step for engaging in crowd trading activities. This guide will walk you through the necessary steps to complete the form accurately and efficiently.

Follow the steps to complete your Account Opening Contract with ease.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by providing your identification details. Input your title, first name, last name, date of birth, and nationality. Ensure all information is accurate as it is critical for account verification.
3. Fill in your legal address, including the street, postcode, city, and country. If your correspondence address differs from your legal address, provide that information in the next section.
4. Next, enter your communication details. This includes your email address, home phone number, and mobile phone number, ensuring you can be contacted at all times.
5. Provide additional information regarding your civil status by selecting the appropriate option (single, married, widowed, separated, or other). This information can be important for account processing.
6. State your profession and sector of activity. It is beneficial to provide details that reflect your experience and knowledge in investing.
7. Indicate the amount of your envisaged investments and the origin of your funds. This helps Crowd Trading understand your financial background better. You can specify if your funds come from savings, heritage, gifts, or other means.
8. Answer the questions related to politically exposed persons and your US person status. This section is essential for compliance with financial regulations.
9. Confirm your status as the beneficial owner of the assets. If you are not the sole beneficial owner, provide the necessary information about the actual owner.
10. Review all your entries to ensure accuracy and completeness, as any discrepancies may affect account approval.
11. Finally, you will be required to sign and date the form. After signing, save changes, download your completed form, and print or share it as necessary.

Complete your Account Opening Contract online today and start your crowd trading journey!