Get Know Your Customer Individualsole Trader - Amp Capital - Ampcapital Com

Completing the Know Your Customer Individualsole Trader form is essential for verifying your identity and fulfilling legal requirements. This guide will walk you through each section of the form in a clear and supportive manner, helping ensure a smooth online completion process.

Follow the steps to fill out the form correctly and efficiently.

1. Press the ‘Get Form’ button to access the form online and open it in the editor.
2. Indicate whether you are completing the form as an individual or a sole trader. For individuals, fill out sections 1, 2, and 4 to 6. If you are a sole trader, complete all sections from 1 to 6.
3. Provide your personal details in section 2, including your title, date of birth, name, gender, and address.
4. If you are a sole trader, complete section 3 by entering your full business name, Australian Business Number (ABN), and principal place of business address.
5. If applicable, fill out agent details in section 4, ensuring to provide proof of authority if you are acting on behalf of another customer.
6. In section 5, read the declaration carefully. Sign and date the form to confirm that the information is accurate and that you understand the legal implications.
7. Go through the checklist in section 6 to confirm that all relevant sections are completed and the necessary documents are attached as required.
8. Once finished, save your changes, and you may then download, print, or share the completed form as needed.

Complete your Know Your Customer form online today for a seamless experience.