Get Pwm Additional Application Form.docx

Filling out the PWM Additional Application Form online is a straightforward process that allows users to invest in unit trusts. This guide will provide you with step-by-step instructions to ensure that your application is completed accurately and efficiently.

Follow the steps to fill out the PWM Additional Application Form online.

1. Click the ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin by entering your investor details in the designated fields. This includes your name, client number, and contact information such as telephone and email address.
3. Next, provide your banking details if they have changed. It is necessary to include the name of the account holder, bank, branch code, and account number. Ensure that a cancelled cheque or bank statement is attached as proof.
4. Indicate your source of funds invested. Specify where your funds are coming from, such as salary or investment proceeds, and be prepared to provide documentary proof if requested.
5. Choose your method of payment for your investment. Decide if you will be making a lump sum payment, using electronic transfer, or setting up a debit order. Fill in the relevant details accordingly.
6. If applicable, appoint a financial advisor by providing their name, contact details, and license number. Ensure that all necessary authorizations are in order.
7. Complete the authorization and declaration section by reading and agreeing to the terms stated in the form. Your signature is required to confirm your understanding and consent.
8. Finally, review your entire application for accuracy. Once confirmed, you can save your changes, download the completed form, print it, or share it as needed.

Complete your PWM Additional Application Form online today to begin your investment journey.