Get Data Bank Application Form

Fulfilling the Data Bank Application Form online is a straightforward process that enables individuals to manage their investment needs efficiently. This guide will provide step-by-step instructions to help you complete the application smoothly.

Follow the steps to fill out the Data Bank Application Form online.

1. Click the ‘Get Form’ button to obtain the form and open it in your browser.
2. Select the appropriate account type by checking either 'New Account' or 'Existing Account'. If applicable, indicate whether you are a Politically Exposed Person (PEP) or Registered Person (RP).
3. In Section 1, choose the plan type by selecting either 'Individual', 'Joint', or 'ITF In trust for children under 18 years'.
4. Proceed to Section 2, which requires personal details. Complete the fields for the first applicant's title, surname, first name(s), postal address, residential address, email address, and annual income. If there is a second applicant, fill in their details as well.
5. Complete the ITF instructions if applicable. Provide the surname of each child under 18 years, their date of birth, marital status, contact numbers, gender, nationality, and occupation in the respective fields.
6. In Section 3, answer the risk assessment questionnaire by selecting your risk tolerance, expected withdrawal timeline, whether you have an emergency fund, your investment knowledge level, and how you would react to a significant loss in value.
7. Section 4 requires investment instructions. Indicate the fund name, initial investment amount, direct debit amount, and ensure to separate deposits for Tier 1 and Tier 2 clearly.
8. In Section 5, fill out the beneficiary details, including names, contact numbers, and percentage allocations that total 100%. Provide information about the next of kin.
9. For Section 6, choose whether to enable SMS and email alerts and specify which transactions you would like alerts for.
10. Read Section 7, terms and conditions, and initial where indicated to acknowledge your understanding.
11. Finally, in Section 8, sign and date the application, ensuring you select whether one or two signatures are required. Complete any other required fields for official use.
12. Once you have filled out all sections, review the form for accuracy. After confirming that all information is correct, you can save changes, download, print, or share the completed form.

Begin your investment journey by completing the Data Bank Application Form online today.