Get Account Opening Application Form - Retail General ... - Rhb Tradesmart

This guide provides a detailed overview of how to complete the Account Opening Application Form for Retail clients with RHB TradeSmart. Follow the steps provided to ensure that every section is accurately filled out for a smooth application process.

Follow the steps to complete your application form online.

1. Click the ‘Get Form’ button to obtain the Account Opening Application Form - Retail General and open it in your browser.
2. Begin with the General Information section. Read all provided instructions carefully before proceeding. Ensure that you mark applicable items (tick boxes) and delete any that are not relevant.
3. When filling out the Individual/Corporate Data section, ensure that all information matches your official identification documents. This includes your name, nationality, and address. Don't forget to provide a valid email address, as it is mandatory for communication.
4. For the Personal Data section, clarify your gender, marital status, and employment details. It is important to be honest and accurate as this information assists in processing your application.
5. If you are applying as a corporate entity, provide all required information about the company, including the nature of the business and authorized signatory details.
6. Complete the Investment/Trading Objectives and Profile section, detailing your investment goals and experience. This helps the institution understand your preferences.
7. Proceed to the Delivery of Trade Notification section and select your preferred methods for receiving updates related to your transactions.
8. In the Declaration, Acknowledgment, and Authorization section, read through the terms carefully. Sign and date the form, ensuring all necessary signatures are included.
9. Finally, review all filled sections for accuracy. Make sure all applicable fields are completed and any incorrect information is amended properly, with changes countersigned.
10. Once completed, you can save your changes, download the form for your records, print it if needed, or share it directly as instructed in the guidelines.

Start filling out the Account Opening Application Form online today to take the first step toward your investment journey.