Get Application Form For Joint Account

Filling out the Application Form For Joint Account online is a straightforward process that allows users to efficiently establish a joint trading account. Follow this guide to ensure that you complete the form accurately and understand each section's requirements.

Follow the steps to complete the Application Form For Joint Account online.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. In the account details section, provide the required information such as adviser name and code. This section is often completed by the adviser.
3. Navigate to Section 1 - Account Type. Select whether you are applying as an individual or for joint applicants. Ensure to check the box next to the appropriate option.
4. Proceed to Section 2 - Applicant Details. Fill out the mandatory fields for Applicant 1, including title, name, date of birth, residential address, and contact details. If applicable, indicate if you are a Politically Exposed Person (PEP).
5. If there is a second applicant, fill out the details under Applicant 2. Ensure to include relevant information such as name, date of birth, and address.
6. Complete the Citizenship, Residency & Tax Information section by providing details about your tax residency status in all relevant countries.
7. In Section 3, indicate the main source(s) of funds for your investment. Select all applicable options and provide brief descriptions if necessary.
8. Fill out Section 4 regarding CHESS Sponsorship & Settlement. Provide your preferred registration address and, if applicable, details for transferring an existing Holder Identification Number (HIN).
9. Continue to Section 7 - Linked Cash Management Account. Select an account provider and enter the necessary account details. Indicate if you wish to have your linked cash management account details provided for dividend payments.
10. In Section 8 - Application to Trade Warrants/ETPs, indicate your interest in trading. If applicable, acknowledge that you have read the necessary documents.
11. Complete Section 9 regarding any interests in a public company, if relevant. Provide necessary tick marks and details.
12. Sign the Client Declaration in Section 8, confirming the accuracy of your information and your consent to the terms outlined. Ensure all applicants sign the declaration.
13. Lastly, review all filled sections for completeness and accuracy. Save your changes and proceed to download or print the completed form for your records. You may also share it as necessary.

Complete and submit your joint account application form online today to start your trading journey!