Get Sit300

Completing the Sit300 form online is a straightforward process that requires accuracy and attention to detail. This guide will walk you through each section of the form, ensuring you have all the necessary information ready for a successful submission.

Follow the steps to fill out the Sit300 form online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin by entering your account number and account name at the top of the form.
3. In the 'Personal & Regulatory Information' section, indicate your relationship to the account by selecting one of the options provided: primary owner, power of attorney, joint owner, executor, or other.
4. Provide your Scotiacard number and mother’s maiden surname, both required for online access. If you do not have a Scotiacard and wish to obtain one, check the indicated box.
5. Fill in your personal details, including your title, first name, middle initial, last name, date of birth, country of citizenship, and your social insurance number (SSN/TIN if applicable).
6. Next, provide your residential address. Enter your street address, apartment or suite number (if applicable), city, province, postal code, and contact numbers. Ensure none of the details refer to a post office box.
7. In the 'Employment Information' section, indicate your employment status (e.g., employed, retired, student, etc.) and provide details of your employer, position, and years with the employer.
8. Respond to the questions regarding your employment with Scotiabank and whether you or your household members are connected to the securities industry.
9. Declare your annual income and net worth by selecting the appropriate ranges and entering necessary figures for net liquid and fixed assets.
10. In the section related to investment experience, indicate your knowledge in various investment types by checking the appropriate boxes.
11. Answer the questions about potential insider status and ownership of additional accounts as required by securities regulators.
12. Complete the marital status section and provide information about your spouse, if applicable.
13. Select an identification document from the list provided and enter the document number.
14. Finally, sign and date the form. Remember to include a cheque of $1.00 payable to Scotia iTRADE along with a copy of your photo identification when submitting the form.
15. After filling out all sections accurately, save your changes, download, print, or share the completed form as needed.

Start completing your Sit300 form online today!