Get Application For A Fidelity Fund Certificate - Attorneys Fidelity Fund - Fidfund Co

This guide provides step-by-step instructions for users looking to fill out the Application For A Fidelity Fund Certificate online. The process may seem daunting, but by following these clear instructions, you can successfully complete the form with ease.

Follow the steps to complete your application efficiently.

1. Press the ‘Get Form’ button to obtain the application form and open it in your online editing tool.
2. Begin by entering the full name of the applicant in the designated field. This is crucial for identifying the person responsible for the application.
3. In the next section, provide the identity number of the applicant to ensure proper identification.
4. Indicate the name under which the practice will operate. If the practice is incorporated, include the full name and registration number.
5. Fill in the physical address where the practice will be conducted, including the province.
6. Complete the contact details section including postal address, residential address, Docex address (if applicable), and all relevant phone numbers and email addresses.
7. If the practice operates from multiple locations, specify these addresses and indicate the province for each.
8. Provide details of the bank where the trust account is held, including the account number, branch name, and branch code.
9. Specify the credit interest rate applied to the account as of the designated dates. If not available on statements, contact the bank manager.
10. Complete the sections regarding the trust current account balance and amounts invested under relevant sections of the Act. Ensure accuracy in totals for each quarter.
11. If applicable, provide analysis of Section 78(2A) trust investments by type as requested.
12. Review all entered information for accuracy and completeness, as incomplete forms may not be accepted.
13. Once all sections are filled out, you can save changes to your application, download it, print it for your records, or share it as needed.

Complete your Application For A Fidelity Fund Certificate online today to ensure compliance and avoid delays.